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 | $53,507 | $83,337-35.8% | $67,834-21.1% | $273,972-80.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 9.06% | 259.45%-250.4pp | 138.47%-129.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,553 | $3,287+8.1% | $2,403+47.8% | $4,869-27.0% |
| Participant deferral / active EE | $5,789 | $4,088+41.6% | $3,160+83.2% | $5,287+9.5% |
| Admin fee / account holder | $2,851 | $6,752-57.8% | $4,622-38.3% | $10,133-71.9% |