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 | $86,413 | $102,638-15.8% | $81,982+5.4% | $158,982-45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 26.21% | 61.05%-34.8pp | 41.31%-15.1pp | 302.99%-276.8pp |
| Employer contribution / active EE | $6,852 | $3,241+111.4% | $2,498+174.3% | $4,763+43.9% |
| Participant deferral / active EE | $8,954 | $4,649+92.6% | $3,722+140.5% | $5,983+49.6% |
| Admin fee / account holder | $7,821 | $8,237-5.1% | $5,665+38.1% | $11,252-30.5% |