Filed December 20, 2016
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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 | $22,697 | $47,479-52.2% | $62,929-63.9% | $82,448-72.5% |
| Participation rate | 72.4% | 66.9%+5.5pp | 73.1%-0.7pp | 68.1%+4.3pp |
| Annual return | 15.47% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,352 | $1,885+24.8% | $2,505-6.1% | $2,551-7.8% |
| Participant deferral / active EE | $2,273 | $2,870-20.8% | $3,888-41.5% | $4,139-45.1% |
| Admin fee / account holder | $697 | $3,804-81.7% | $5,065-86.2% | $7,234-90.4% |