Filed May 10, 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 | $121,964 | $162,136-24.8% | $152,301-19.9% | $154,746-21.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.94% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,665 | $4,890-45.5% | $4,624-42.4% | $4,379-39.1% |
| Participant deferral / active EE | $6,168 | $8,341-26.1% | $8,004-22.9% | $6,730-8.4% |
| Admin fee / account holder | $1,697 | $15,759-89.2% | $14,398-88.2% | $14,365-88.2% |