Filed February 15, 2017
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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 | $154,326 | $88,754+73.9% | $81,820+88.6% | $145,877+5.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,725 | $3,085+53.2% | $2,915+62.1% | $4,663+1.3% |
| Participant deferral / active EE | $12,590 | $4,648+170.9% | $4,323+191.3% | $6,691+88.2% |
| Admin fee / account holder | $4,655 | $8,424-44.7% | $7,391-37.0% | $13,402-65.3% |