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 | $111,031 | $78,707+41.1% | $117,861-5.8% | $70,126+58.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.43% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $6,176 | $2,223+177.8% | $3,786+63.1% | $2,343+163.6% |
| Participant deferral / active EE | $4,653 | $3,297+41.1% | $4,482+3.8% | $3,332+39.7% |
| Admin fee / account holder | $7,132 | $5,066+40.8% | $8,021-11.1% | $4,645+53.5% |