Filed May 2, 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 | $105,072 | $55,902+88.0% | $76,030+38.2% | $80,959+29.8% |
| Participation rate | 82.1% | 62.1%+20.1pp | 69.1%+13.1pp | 67.7%+14.5pp |
| Annual return | 18.00% | 20.59%-2.6pp | 361.54%-343.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $6,892 | $1,867+269.2% | $2,688+156.4% | $2,757+150.0% |
| Participant deferral / active EE | $11,433 | $3,051+274.8% | $4,257+168.6% | $4,300+165.9% |
| Admin fee / account holder | $31,473 | $5,239+500.7% | $6,421+390.2% | $6,925+354.5% |