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 | $71,149 | $81,208-12.4% | $98,920-28.1% | $79,852-10.9% |
| Participation rate | 80.4% | 72.5%+7.9pp | 76.0%+4.4pp | 69.6%+10.8pp |
| Annual return | 11.31% | 60.99%-49.7pp | 196.47%-185.2pp | 31.72%-20.4pp |
| Employer contribution / active EE | $2,519 | $1,960+28.5% | $2,689-6.4% | $2,471+1.9% |
| Participant deferral / active EE | $3,997 | $3,265+22.4% | $4,245-5.8% | $3,740+6.9% |
| Admin fee / account holder | $12,689 | $6,013+111.0% | $6,643+91.0% | $5,306+139.1% |