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 | $25,285 | $98,776-74.4% | $149,745-83.1% | $79,856-68.3% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 12.81% | 27.38%-14.6pp | 276.72%-263.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,774 | $3,217-13.8% | $4,646-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $5,425 | $5,681-4.5% | $6,843-20.7% | $3,741+45.0% |
| Admin fee / account holder | $4,782 | $6,053-21.0% | $9,312-48.6% | $5,306-9.9% |