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 | $38,442 | $90,606-57.6% | $79,466-51.6% | $135,379-71.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.23% | 977.69%-981.9pp | 718.28%-722.5pp | 519.79%-524.0pp |
| Employer contribution / active EE | $4,163 | $3,068+35.7% | $2,800+48.7% | $4,779-12.9% |
| Participant deferral / active EE | $9,369 | $4,050+131.3% | $3,704+152.9% | $5,609+67.0% |
| Admin fee / account holder | $1,562 | $5,895-73.5% | $5,104-69.4% | $10,828-85.6% |