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 | $198,233 | $176,077+12.6% | $159,455+24.3% | $167,518+18.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 331.83%-320.0pp | 263.63%-251.8pp | 478.71%-466.8pp |
| Employer contribution / active EE | $1,099 | $5,298-79.3% | $4,830-77.3% | $4,838-77.3% |
| Participant deferral / active EE | $14,899 | $7,751+92.2% | $7,353+102.6% | $6,342+134.9% |
| Admin fee / account holder | $9,639 | $12,556-23.2% | $10,800-10.7% | $12,312-21.7% |