Filed September 14, 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 | $118,880 | $86,050+38.2% | $189,758-37.4% | $94,015+26.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.08% | 17.77%-3.7pp | 52.62%-38.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,195 | $2,819-22.2% | $4,767-54.0% | $2,790-21.3% |
| Participant deferral / active EE | $3,192 | $3,349-4.7% | $5,856-45.5% | $4,249-24.9% |
| Admin fee / account holder | $1,342 | $6,627-79.7% | $20,388-93.4% | $8,951-85.0% |