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 | $44,720 | $61,660-27.5% | $80,022-44.1% | $64,173-30.3% |
| Participation rate | 90.2% | 71.7%+18.5pp | 75.8%+14.4pp | 69.6%+20.6pp |
| Annual return | -6.18% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,052 | $1,810+68.6% | $2,468+23.7% | $2,381+28.2% |
| Participant deferral / active EE | $4,067 | $2,968+37.1% | $3,686+10.3% | $3,470+17.2% |
| Admin fee / account holder | $5,015 | $5,417-7.4% | $6,521-23.1% | $4,887+2.6% |