Filed July 27, 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 | $118,308 | $88,815+33.2% | $81,882+44.5% | $145,897-18.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.29% | 1033.75%-1017.5pp | 779.47%-763.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $18,802 | $3,086+509.2% | $2,916+544.8% | $4,663+303.3% |
| Participant deferral / active EE | $15,734 | $4,647+238.6% | $4,323+264.0% | $6,689+135.2% |
| Admin fee / account holder | $468 | $8,434-94.5% | $7,360-93.6% | $13,390-96.5% |