Filed December 2, 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 | $48,998 | $105,200-53.4% | $159,474-69.3% | $85,847-42.9% |
| Participation rate | 76.3% | 75.8%+0.6pp | 82.8%-6.5pp | 69.3%+7.0pp |
| Annual return | 14.37% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $2,465 | $3,319-25.7% | $4,831-49.0% | $2,565-3.9% |
| Participant deferral / active EE | $4,397 | $5,946-26.0% | $7,353-40.2% | $3,952+11.3% |
| Admin fee / account holder | $920 | $6,934-86.7% | $10,802-91.5% | $6,261-85.3% |