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 | $59,704 | $77,638-23.1% | $156,551-61.9% | $62,881-5.1% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 8.11% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,237 | $3,444-35.0% | $5,501-59.3% | $2,281-1.9% |
| Participant deferral / active EE | $2,316 | $3,046-23.9% | $4,871-52.4% | $3,203-27.7% |
| Admin fee / account holder | $1,274 | $5,561-77.1% | $13,028-90.2% | $4,296-70.3% |