Filed May 13, 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 | $40,760 | $95,453-57.3% | $112,040-63.6% | $82,448-50.6% |
| Participation rate | 73.9% | 72.8%+1.2pp | 76.5%-2.6pp | 68.1%+5.8pp |
| Annual return | 17.03% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,742 | $2,318-24.9% | $2,954-41.0% | $2,551-31.7% |
| Participant deferral / active EE | $2,999 | $4,224-29.0% | $5,098-41.2% | $4,139-27.5% |
| Admin fee / account holder | $2,996 | $9,013-66.8% | $12,098-75.2% | $7,234-58.6% |