Filed March 31, 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 | $45,947 | $54,380-15.5% | $68,509-32.9% | $59,632-22.9% |
| Participation rate | 88.0% | 70.2%+17.8pp | 74.7%+13.3pp | 68.7%+19.3pp |
| Annual return | -1.78% | 2.83%-4.6pp | 8.27%-10.1pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $4,521 | $1,539+193.8% | $2,278+98.5% | $2,203+105.2% |
| Participant deferral / active EE | $9,077 | $2,643+243.4% | $3,382+168.4% | $3,192+184.4% |
| Admin fee / account holder | $3,762 | $3,885-3.2% | $5,275-28.7% | $4,297-12.4% |