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 | $70,683 | $73,009-3.2% | $90,756-22.1% | $68,495+3.2% |
| Participation rate | 95.8% | 70.8%+25.0pp | 75.7%+20.1pp | 67.9%+27.9pp |
| Annual return | -16.96% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,389 | $2,193+100.2% | $2,922+50.2% | $2,596+69.1% |
| Participant deferral / active EE | $5,630 | $3,626+55.2% | $4,565+23.3% | $4,028+39.8% |
| Admin fee / account holder | $6,548 | $5,896+11.1% | $8,445-22.5% | $5,403+21.2% |