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 | $86,928 | $104,694-17.0% | $85,709+1.4% | $167,536-48.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.22% | 21.45%-4.2pp | 21.49%-4.3pp | 478.82%-461.6pp |
| Employer contribution / active EE | $8,581 | $3,337+157.1% | $2,619+227.7% | $4,839+77.3% |
| Participant deferral / active EE | $12,666 | $4,826+162.5% | $3,924+222.8% | $6,342+99.7% |
| Admin fee / account holder | $22,762 | $10,035+126.8% | $6,876+231.0% | $12,315+84.8% |