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 | $56,496 | $106,524-47.0% | $152,301-62.9% | $87,485-35.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 17.95% | 26.89%-8.9pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $4,899 | $3,371+45.3% | $4,624+5.9% | $2,596+88.7% |
| Participant deferral / active EE | $11,362 | $6,525+74.1% | $8,004+42.0% | $4,274+165.9% |
| Admin fee / account holder | $1,710 | $8,287-79.4% | $14,398-88.1% | $7,775-78.0% |