Filed September 9, 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 | $113,592 | $99,031+14.7% | $86,597+31.2% | $147,585-23.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.04% | 1312.56%-1296.5pp | 964.96%-948.9pp | 578.57%-562.5pp |
| Employer contribution / active EE | $8,184 | $3,132+161.3% | $2,840+188.2% | $4,876+67.8% |
| Participant deferral / active EE | $9,098 | $3,972+129.0% | $3,609+152.1% | $5,439+67.3% |
| Admin fee / account holder | $805 | $5,711-85.9% | $4,906-83.6% | $10,885-92.6% |