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 | $66,250 | $85,171-22.2% | $172,752-61.7% | $72,975-9.2% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 19.92% | 27.32%-7.4pp | 802.97%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,253 | $3,324-32.2% | $5,144-56.2% | $2,440-7.7% |
| Participant deferral / active EE | $2,083 | $3,260-36.1% | $5,198-59.9% | $3,608-42.3% |
| Admin fee / account holder | $3,778 | $5,880-35.7% | $13,955-72.9% | $5,124-26.3% |