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 | $45,017 | $103,000-56.3% | $90,300-50.1% | $152,885-70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.76% | 95.19%-81.4pp | 78.11%-64.4pp | 345.39%-331.6pp |
| Employer contribution / active EE | $7,001 | $3,138+123.1% | $2,854+145.3% | $4,763+47.0% |
| Participant deferral / active EE | $7,034 | $4,281+64.3% | $3,884+81.1% | $5,851+20.2% |
| Admin fee / account holder | $88,481 | $6,173+1333.2% | $5,353+1552.9% | $11,598+662.9% |