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 | $81,262-37.3% | $155,602-67.3% | $80,911-37.1% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 12.98% | 33.34%-20.4pp | 64.81%-51.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $2,757 | $3,102-11.1% | $4,675-41.0% | $2,756+0.1% |
| Participant deferral / active EE | $6,693 | $3,451+93.9% | $5,629+18.9% | $4,297+55.8% |
| Admin fee / account holder | $5,509 | $7,992-31.1% | $15,923-65.4% | $6,935-20.6% |