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 | $102,393+18.0% | $147,041-17.8% | $80,911+49.4% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 12.95% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $892 | $3,715-76.0% | $4,935-81.9% | $2,756-67.6% |
| Participant deferral / active EE | $10,316 | $6,647+55.2% | $8,071+27.8% | $4,297+140.1% |
| Admin fee / account holder | $1,472 | $7,943-81.5% | $13,006-88.7% | $6,935-78.8% |