Filed December 30, 2016
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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 | $50,918 | $81,358-37.4% | $155,556-67.3% | $80,959-37.1% |
| Participation rate | 91.4% | 66.3%+25.2pp | 78.2%+13.2pp | 67.7%+23.8pp |
| Annual return | 12.98% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,757 | $3,106-11.2% | $4,675-41.0% | $2,7570% |
| Participant deferral / active EE | $6,693 | $3,455+93.7% | $5,631+18.9% | $4,300+55.6% |
| Admin fee / account holder | $5,509 | $7,994-31.1% | $15,885-65.3% | $6,925-20.4% |