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 | $123,458 | $93,598+31.9% | $135,974-9.2% | $75,173+64.2% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 19.73% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $888 | $3,538-74.9% | $4,859-81.7% | $2,671-66.8% |
| Participant deferral / active EE | $11,528 | $6,405+80.0% | $7,760+48.6% | $4,126+179.4% |
| Admin fee / account holder | $6,728 | $6,978-3.6% | $10,767-37.5% | $5,651+19.1% |