Filed August 19, 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 | $42,448 | $102,422-58.6% | $147,117-71.1% | $80,959-47.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.02% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $5,247 | $3,717+41.2% | $4,932+6.4% | $2,757+90.3% |
| Participant deferral / active EE | $10,627 | $6,652+59.8% | $8,065+31.8% | $4,300+147.1% |
| Admin fee / account holder | $2,511 | $7,953-68.4% | $12,993-80.7% | $6,925-63.7% |