Filed September 7, 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 | $53,396 | $78,705-32.2% | $117,860-54.7% | $70,124-23.9% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 23.20% | 23.30%-0.1pp | 335.10%-311.9pp | 73.14%-49.9pp |
| Employer contribution / active EE | $948 | $2,223-57.4% | $3,786-75.0% | $2,342-59.5% |
| Participant deferral / active EE | $2,400 | $3,297-27.2% | $4,482-46.5% | $3,332-28.0% |
| Admin fee / account holder | $4,599 | $5,065-9.2% | $8,021-42.7% | $4,645-1.0% |