Filed October 27, 2016
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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 | $65,056 | $110,137-40.9% | $161,149-59.6% | $82,637-21.3% |
| Participation rate | 85.0% | 72.4%+12.6pp | 78.8%+6.2pp | 68.1%+16.9pp |
| Annual return | 20.71% | 20.69%0pp | 21.16%-0.4pp | 53.51%-32.8pp |
| Employer contribution / active EE | $7,512 | $2,856+163.0% | $4,360+72.3% | $2,552+194.3% |
| Participant deferral / active EE | $5,732 | $4,575+25.3% | $6,153-6.8% | $4,126+38.9% |
| Admin fee / account holder | $6,115 | $9,467-35.4% | $15,194-59.8% | $7,339-16.7% |