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 | $64,700 | $73,955-12.5% | $96,520-33.0% | $75,181-13.9% |
| Participation rate | 93.4% | 66.4%+27.0pp | 74.3%+19.1pp | 67.2%+26.2pp |
| Annual return | 19.67% | 26.72%-7.0pp | 35.72%-16.0pp | 160.69%-141.0pp |
| Employer contribution / active EE | $3,253 | $2,930+11.0% | $3,739-13.0% | $2,671+21.8% |
| Participant deferral / active EE | $8,932 | $3,659+144.1% | $4,879+83.1% | $4,126+116.5% |
| Admin fee / account holder | $3,017 | $5,217-42.2% | $6,733-55.2% | $5,650-46.6% |