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 | $77,164-14.9% | $178,014-63.1% | $80,874-18.8% |
| Participation rate | 98.4% | 65.7%+32.7pp | 77.1%+21.3pp | 67.6%+30.7pp |
| Annual return | 12.08% | 18.09%-6.0pp | 294.80%-282.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,185 | $2,288+39.2% | $3,950-19.4% | $2,756+15.6% |
| Participant deferral / active EE | $7,769 | $4,408+76.2% | $6,276+23.8% | $4,297+80.8% |
| Admin fee / account holder | $2,660 | $7,164-62.9% | $10,362-74.3% | $6,935-61.7% |