Filed August 18, 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 | $24,605 | $70,002-64.9% | $115,038-78.6% | $52,331-53.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 2.84% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $5,939 | $2,715+118.8% | $4,608+28.9% | $1,882+215.6% |
| Participant deferral / active EE | $5,678 | $4,920+15.4% | $6,026-5.8% | $3,022+87.9% |
| Admin fee / account holder | $1,567 | $566+176.9% | $8,175-80.8% | $592+164.9% |