Filed June 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 | $34,805 | $53,128-34.5% | $86,582-59.8% | $70,126-50.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.34% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,956 | $2,068+91.3% | $2,839+39.3% | $2,343+68.9% |
| Participant deferral / active EE | $8,487 | $2,695+214.9% | $3,609+135.2% | $3,332+154.7% |
| Admin fee / account holder | $9,293 | $3,584+159.3% | $4,904+89.5% | $4,645+100.1% |