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 | $106,749-47.1% | $145,433-61.2% | $82,448-31.5% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 17.95% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,899 | $3,444+42.2% | $4,554+7.6% | $2,551+92.1% |
| Participant deferral / active EE | $11,362 | $6,519+74.3% | $7,897+43.9% | $4,139+174.5% |
| Admin fee / account holder | $1,710 | $8,390-79.6% | $13,129-87.0% | $7,234-76.4% |