Filed October 3, 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 | $109,445 | $63,342+72.8% | $92,236+18.7% | $70,131+56.1% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 20.84% | 530.15%-509.3pp | 176.29%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,912 | $2,471-22.6% | $3,679-48.0% | $2,342-18.4% |
| Participant deferral / active EE | $3,985 | $2,854+39.6% | $3,897+2.3% | $3,332+19.6% |
| Admin fee / account holder | $4,727 | $3,840+23.1% | $5,194-9.0% | $4,645+1.8% |