Filed February 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 | $26,447 | $175,257-84.9% | $149,717-82.3% | $139,456-81.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.23% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,592 | $5,477-70.9% | $4,820-67.0% | $4,753-66.5% |
| Participant deferral / active EE | $8,116 | $6,521+24.5% | $5,682+42.8% | $6,711+20.9% |
| Admin fee / account holder | $1,905 | $16,156-88.2% | $13,213-85.6% | $11,407-83.3% |