Filed May 8, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,408 | $176,077-90.7% | $159,455-89.7% | $167,518-90.2% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 10.90% | 331.83%-320.9pp | 263.63%-252.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,773 | $5,298-66.5% | $4,830-63.3% | $4,838-63.4% |
| Participant deferral / active EE | $5,390 | $7,751-30.5% | $7,353-26.7% | $6,342-15.0% |
| Admin fee / account holder | $502 | $12,556-96.0% | $10,800-95.4% | $12,312-95.9% |