Filed December 28, 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 | $120,846 | $102,422+18.0% | $147,117-17.9% | $80,959+49.3% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 12.95% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $892 | $3,717-76.0% | $4,932-81.9% | $2,757-67.7% |
| Participant deferral / active EE | $10,316 | $6,652+55.1% | $8,065+27.9% | $4,300+139.9% |
| Admin fee / account holder | $1,472 | $7,953-81.5% | $12,993-88.7% | $6,925-78.7% |