Filed November 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 | $51,918 | $58,828-11.7% | $78,002-33.4% | $62,881-17.4% |
| Participation rate | 86.4% | 71.1%+15.3pp | 75.5%+10.8pp | 69.3%+17.1pp |
| Annual return | 8.09% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,125 | $1,672+86.9% | $2,470+26.5% | $2,281+37.0% |
| Participant deferral / active EE | $3,971 | $2,686+47.9% | $3,497+13.5% | $3,203+24.0% |
| Admin fee / account holder | $5,559 | $4,393+26.5% | $5,481+1.4% | $4,296+29.4% |