Filed December 21, 2015
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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 | $41,455 | $58,587-29.2% | $83,322-50.2% | $64,173-35.4% |
| Participation rate | 87.5% | 72.0%+15.5pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | -6.65% | 9.65%-16.3pp | 10.64%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,686 | $2,098+123.3% | $3,379+38.7% | $2,381+96.8% |
| Participant deferral / active EE | $6,932 | $4,654+48.9% | $5,565+24.6% | $3,470+99.8% |
| Admin fee / account holder | $6,689 | $9,279-27.9% | $7,540-11.3% | $4,887+36.9% |