Filed January 17, 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 | $54,071 | $64,719-16.5% | $112,249-51.8% | $68,486-21.0% |
| Participation rate | 91.5% | 67.2%+24.3pp | 75.1%+16.4pp | 67.9%+23.6pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,430 | $2,747+24.9% | $3,636-5.7% | $2,597+32.1% |
| Participant deferral / active EE | $9,849 | $3,565+176.2% | $4,729+108.3% | $4,028+144.5% |
| Admin fee / account holder | $2,797 | $5,232-46.5% | $6,412-56.4% | $5,404-48.2% |