Filed April 27, 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 | $90,395 | $168,635-46.4% | $147,617-38.8% | $125,389-27.9% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 5.41% | 77.65%-72.2pp | 61.98%-56.6pp | 282.24%-276.8pp |
| Employer contribution / active EE | $4,870 | $6,252-22.1% | $5,564-12.5% | $4,866+0.1% |
| Participant deferral / active EE | $8,445 | $5,507+53.4% | $4,895+72.5% | $5,352+57.8% |
| Admin fee / account holder | $538 | $13,580-96.0% | $11,612-95.4% | $9,541-94.4% |