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 | $154,953 | $197,603-21.6% | $177,827-12.9% | $158,950-2.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.32% | 58.76%-43.4pp | 48.32%-33.0pp | 302.91%-287.6pp |
| Employer contribution / active EE | $10,569 | $6,698+57.8% | $5,918+78.6% | $4,762+121.9% |
| Participant deferral / active EE | $13,674 | $8,404+62.7% | $7,713+77.3% | $5,983+128.6% |
| Admin fee / account holder | $2,429 | $15,402-84.2% | $12,429-80.5% | $11,248-78.4% |