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 | $55,137 | $82,678-33.3% | $125,391-56.0% | $68,490-19.5% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -12.70% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,874 | $3,382+14.5% | $4,816-19.6% | $2,597+49.2% |
| Participant deferral / active EE | $8,243 | $6,111+34.9% | $7,448+10.7% | $4,028+104.6% |
| Admin fee / account holder | $2,552 | $6,277-59.4% | $10,009-74.5% | $5,403-52.8% |