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 | $70,001 | $70,486-0.7% | $100,528-30.4% | $79,852-12.3% |
| Participation rate | 83.6% | 73.6%+10.0pp | 79.4%+4.2pp | 69.6%+14.0pp |
| Annual return | 18.29% | 21.90%-3.6pp | 30.90%-12.6pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,922 | $2,165+127.4% | $3,419+44.0% | $2,471+99.2% |
| Participant deferral / active EE | $7,549 | $5,182+45.7% | $6,271+20.4% | $3,740+101.8% |
| Admin fee / account holder | $5,584 | $4,480+24.6% | $8,084-30.9% | $5,306+5.2% |