Filed March 29, 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 | $44,116 | $98,776-55.3% | $149,745-70.5% | $79,856-44.8% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.4pp |
| Annual return | 25.78% | 27.38%-1.6pp | 276.72%-250.9pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,221 | $3,217+0.1% | $4,646-30.7% | $2,471+30.3% |
| Participant deferral / active EE | $6,428 | $5,681+13.1% | $6,843-6.1% | $3,741+71.8% |
| Admin fee / account holder | $336 | $6,053-94.5% | $9,312-96.4% | $5,306-93.7% |