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 | $159,942 | $106,524+50.1% | $152,301+5.0% | $87,485+82.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 15.25% | 26.89%-11.6pp | 80.50%-65.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,502 | $3,371-55.4% | $4,624-67.5% | $2,596-42.1% |
| Participant deferral / active EE | $12,555 | $6,525+92.4% | $8,004+56.9% | $4,274+193.8% |
| Admin fee / account holder | $3,282 | $8,287-60.4% | $14,398-77.2% | $7,775-57.8% |