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 | $88,754+33.3% | $81,820+44.6% | $145,877-18.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.29% | 1031.77%-1015.5pp | 777.93%-761.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $18,802 | $3,085+509.4% | $2,915+545.0% | $4,663+303.2% |
| Participant deferral / active EE | $15,734 | $4,648+238.5% | $4,323+264.0% | $6,691+135.2% |
| Admin fee / account holder | $468 | $8,424-94.4% | $7,391-93.7% | $13,402-96.5% |