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.)
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 | $23,279 | $93,598-75.1% | $135,974-82.9% | $75,173-69.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.54% | 30.89%-10.3pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,852 | $3,538+8.9% | $4,859-20.7% | $2,671+44.2% |
| Participant deferral / active EE | $7,555 | $6,405+17.9% | $7,760-2.6% | $4,126+83.1% |
| Admin fee / account holder | $855 | $6,978-87.7% | $10,767-92.1% | $5,651-84.9% |