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 | $68,097-44.0% | $62,929-39.4% | $137,256-72.2% |
| Participation rate | 70.6% | 77.4%-6.9pp | 73.1%-2.5pp | 80.0%-9.4pp |
| Annual return | 12.98% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,720 | $2,811-3.2% | $2,505+8.6% | $4,156-34.5% |
| Participant deferral / active EE | $3,910 | $4,553-14.1% | $3,888+0.6% | $6,407-39.0% |
| Admin fee / account holder | $4,247 | $6,521-34.9% | $5,065-16.1% | $12,270-65.4% |