Filed October 23, 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 | $102,251 | $69,977+46.1% | $108,582-5.8% | $62,881+62.6% |
| Participation rate | 96.9% | 72.9%+24.0pp | 79.6%+17.3pp | 69.3%+27.6pp |
| Annual return | 7.19% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,574 | $2,135+161.1% | $3,758+48.3% | $2,281+144.4% |
| Participant deferral / active EE | $4,948 | $3,165+56.4% | $4,311+14.8% | $3,203+54.5% |
| Admin fee / account holder | $1,029 | $5,076-79.7% | $7,645-86.5% | $4,296-76.0% |