Filed July 7, 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 | $55,446 | $89,367-38.0% | $141,191-60.7% | $72,975-24.0% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 23.82% | 111.87%-88.0pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,347 | $3,115-24.6% | $4,736-50.4% | $2,440-3.8% |
| Participant deferral / active EE | $5,021 | $5,419-7.3% | $6,710-25.2% | $3,608+39.2% |
| Admin fee / account holder | $1,203 | $5,957-79.8% | $10,264-88.3% | $5,124-76.5% |