Filed November 8, 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 | $158,422 | $111,535+42.0% | $105,223+50.6% | $137,256+15.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 14.75% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,083 | $3,939-72.5% | $3,689-70.6% | $4,156-73.9% |
| Participant deferral / active EE | $6,646 | $5,500+20.8% | $5,072+31.0% | $6,407+3.7% |
| Admin fee / account holder | $8,136 | $9,721-16.3% | $8,859-8.2% | $12,270-33.7% |