Filed February 26, 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 | $14,872 | $172,111-91.4% | $150,298-90.1% | $137,256-89.2% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 17.10% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,216 | $4,636-73.8% | $4,154-70.7% | $4,156-70.7% |
| Participant deferral / active EE | $2,452 | $6,166-60.2% | $5,453-55.0% | $6,407-61.7% |
| Admin fee / account holder | $633 | $16,471-96.2% | $14,116-95.5% | $12,270-94.8% |