Filed November 24, 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 | $136,862 | $160,059-14.5% | $140,019-2.3% | $135,382+1.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.68% | 911.44%-913.1pp | 651.15%-652.8pp | 519.77%-521.5pp |
| Employer contribution / active EE | $10,296 | $6,420+60.4% | $5,605+83.7% | $4,779+115.5% |
| Participant deferral / active EE | $9,321 | $7,641+22.0% | $6,927+34.6% | $5,609+66.2% |
| Admin fee / account holder | $33,257 | $13,328+149.5% | $10,705+210.7% | $10,829+207.1% |