Filed May 3, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,062 | $52,580-52.3% | $71,671-65.0% | $70,126-64.3% |
| Participation rate | 85.5% | 60.9%+24.6pp | 68.7%+16.8pp | 69.5%+16.0pp |
| Annual return | 26.32% | 20.25%+6.1pp | 20.65%+5.7pp | 73.15%-46.8pp |
| Employer contribution / active EE | $2,434 | $1,616+50.6% | $2,460-1.0% | $2,343+3.9% |
| Participant deferral / active EE | $5,102 | $2,386+113.8% | $3,438+48.4% | $3,332+53.1% |
| Admin fee / account holder | $2,035 | $3,653-44.3% | $5,558-63.4% | $4,645-56.2% |