Filed December 22, 2015
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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 | $86,781 | $102,385-15.2% | $147,080-41.0% | $80,935+7.2% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 15.04% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,017 | $3,717-18.8% | $4,933-38.8% | $2,757+9.4% |
| Participant deferral / active EE | $5,620 | $6,651-15.5% | $8,066-30.3% | $4,299+30.7% |
| Admin fee / account holder | $7,322 | $7,951-7.9% | $12,989-43.6% | $6,924+5.7% |