Filed April 4, 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 | $43,626 | $72,404-39.7% | $110,243-60.4% | $64,173-32.0% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -5.66% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,155 | $2,282-49.4% | $3,827-69.8% | $2,381-51.5% |
| Participant deferral / active EE | $2,755 | $3,469-20.6% | $4,672-41.0% | $3,470-20.6% |
| Admin fee / account holder | $9,524 | $5,664+68.1% | $8,548+11.4% | $4,887+94.9% |