Filed August 18, 2015
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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 | $65,632 | $78,015-15.9% | $178,505-63.2% | $80,959-18.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 77.1%+21.3pp | 67.7%+30.7pp |
| Annual return | 12.08% | 18.10%-6.0pp | 27.16%-15.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,185 | $2,281+39.6% | $3,955-19.5% | $2,757+15.5% |
| Participant deferral / active EE | $7,769 | $4,406+76.3% | $6,280+23.7% | $4,300+80.6% |
| Admin fee / account holder | $2,660 | $7,160-62.9% | $10,428-74.5% | $6,925-61.6% |