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 | $108,825-40.2% | $156,181-58.3% | $82,448-21.1% |
| Participation rate | 85.0% | 72.4%+12.6pp | 78.8%+6.2pp | 68.1%+16.9pp |
| Annual return | 20.71% | 20.59%+0.1pp | 64.87%-44.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,512 | $2,870+161.8% | $4,294+74.9% | $2,551+194.5% |
| Participant deferral / active EE | $5,732 | $4,577+25.2% | $6,132-6.5% | $4,139+38.5% |
| Admin fee / account holder | $6,115 | $9,341-34.5% | $14,586-58.1% | $7,234-15.5% |