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 | $70,606 | $91,179-22.6% | $178,499-60.4% | $79,852-11.6% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 10.32% | 24.19%-13.9pp | 151.10%-140.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $2,331 | $3,256-28.4% | $5,011-53.5% | $2,471-5.7% |
| Participant deferral / active EE | $2,421 | $3,236-25.2% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $2,867 | $6,749-57.5% | $13,986-79.5% | $5,306-46.0% |