Filed March 25, 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 | $171,286 | $56,197+204.8% | $67,652+153.2% | $59,633+187.2% |
| Participation rate | 85.4% | 71.5%+13.9pp | 75.7%+9.7pp | 68.7%+16.7pp |
| Annual return | 0.09% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $3,529 | $1,615+118.6% | $2,266+55.8% | $2,203+60.2% |
| Participant deferral / active EE | $6,487 | $2,844+128.1% | $3,560+82.2% | $3,192+103.3% |
| Admin fee / account holder | $4,903 | $3,958+23.9% | $4,821+1.7% | $4,297+14.1% |