Filed April 29, 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 | $64,346 | $75,541-14.8% | $152,093-57.7% | $82,637-22.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.23% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $5,275 | $2,622+101.1% | $4,175+26.3% | $2,552+106.7% |
| Participant deferral / active EE | $5,616 | $3,206+75.2% | $5,451+3.0% | $4,126+36.1% |
| Admin fee / account holder | $349 | $6,405-94.5% | $14,497-97.6% | $7,339-95.2% |