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 | $52,209 | $81,331-35.8% | $155,534-66.4% | $80,935-35.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.02% | 33.37%-16.3pp | 64.92%-47.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $5,605 | $3,105+80.5% | $4,675+19.9% | $2,757+103.3% |
| Participant deferral / active EE | $5,280 | $3,454+52.9% | $5,630-6.2% | $4,299+22.8% |
| Admin fee / account holder | $1,784 | $7,999-77.7% | $15,900-88.8% | $6,924-74.2% |