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 | $31,576 | $105,198-70.0% | $159,455-80.2% | $85,856-63.2% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 15.97% | 45.08%-29.1pp | 263.63%-247.7pp | 318.58%-302.6pp |
| Employer contribution / active EE | $3,232 | $3,319-2.6% | $4,830-33.1% | $2,565+26.0% |
| Participant deferral / active EE | $6,437 | $5,946+8.3% | $7,353-12.5% | $3,952+62.9% |
| Admin fee / account holder | $2,777 | $6,934-59.9% | $10,800-74.3% | $6,261-55.6% |