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 | $53,046 | $105,200-49.6% | $159,474-66.7% | $85,847-38.2% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 18.15% | 45.08%-26.9pp | 263.68%-245.5pp | 318.61%-300.5pp |
| Employer contribution / active EE | $3,803 | $3,319+14.6% | $4,831-21.3% | $2,565+48.2% |
| Participant deferral / active EE | $8,080 | $5,946+35.9% | $7,353+9.9% | $3,952+104.4% |
| Admin fee / account holder | $4,721 | $6,934-31.9% | $10,802-56.3% | $6,261-24.6% |