Filed January 12, 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 | $192,525 | $228,395-15.7% | $185,861+3.6% | $158,982+21.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 14.83% | 40.82%-26.0pp | 35.96%-21.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,441 | $4,968-10.6% | $4,088+8.6% | $4,763-6.8% |
| Participant deferral / active EE | $4,631 | $6,417-27.8% | $5,634-17.8% | $5,983-22.6% |
| Admin fee / account holder | $481 | $11,869-95.9% | $9,503-94.9% | $11,252-95.7% |