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 | $27,529 | $102,429-73.1% | $147,096-81.3% | $80,925-66.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.38% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,428 | $3,716-7.7% | $4,936-30.5% | $2,756+24.4% |
| Participant deferral / active EE | $7,041 | $6,649+5.9% | $8,071-12.8% | $4,299+63.8% |
| Admin fee / account holder | $4,559 | $7,957-42.7% | $13,005-64.9% | $6,940-34.3% |