Filed April 27, 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 | $38,128 | $76,368-50.1% | $67,681-43.7% | $154,746-75.4% |
| Participation rate | 70.6% | 79.0%-8.4pp | 73.7%-3.1pp | 80.7%-10.1pp |
| Annual return | 12.98% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,720 | $3,151-13.7% | $2,678+1.6% | $4,379-37.9% |
| Participant deferral / active EE | $3,910 | $4,824-18.9% | $3,976-1.6% | $6,730-41.9% |
| Admin fee / account holder | $4,247 | $8,559-50.4% | $6,100-30.4% | $14,365-70.4% |