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 | $79,391 | $73,839+7.5% | $143,788-44.8% | $68,495+15.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.66% | 1.01%-13.7pp | -0.03%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,200 | $3,184-30.9% | $4,952-55.6% | $2,596-15.3% |
| Participant deferral / active EE | $3,322 | $3,384-1.8% | $5,638-41.1% | $4,028-17.5% |
| Admin fee / account holder | $1,879 | $5,755-67.4% | $14,675-87.2% | $5,403-65.2% |