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 | $76,407-15.8% | $150,298-57.2% | $82,448-22.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.23% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,275 | $2,614+101.8% | $4,154+27.0% | $2,551+106.8% |
| Participant deferral / active EE | $5,616 | $3,214+74.7% | $5,453+3.0% | $4,139+35.7% |
| Admin fee / account holder | $349 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |