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 | $183,851 | $157,304+16.9% | $141,197+30.2% | $152,909+20.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,091 | $5,263-79.3% | $4,736-77.0% | $4,764-77.1% |
| Participant deferral / active EE | $11,797 | $7,111+65.9% | $6,710+75.8% | $5,851+101.6% |
| Admin fee / account holder | $7,244 | $12,126-40.3% | $10,265-29.4% | $11,601-37.6% |