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 | $52,632 | $60,128-12.5% | $90,440-41.8% | $79,852-34.1% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 23.67% | 71.95%-48.3pp | 1294.38%-1270.7pp | 31.72%-8.0pp |
| Employer contribution / active EE | $3,538 | $2,068+71.0% | $3,263+8.4% | $2,471+43.2% |
| Participant deferral / active EE | $8,958 | $2,939+204.8% | $3,964+126.0% | $3,740+139.5% |
| Admin fee / account holder | $406 | $3,977-89.8% | $5,615-92.8% | $5,306-92.3% |