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 | $85,193 | $92,766-8.2% | $82,763+2.9% | $134,545-36.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.68% | 946.97%-958.7pp | 702.45%-714.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $16,881 | $3,273+415.8% | $3,008+461.2% | $4,742+256.0% |
| Participant deferral / active EE | $13,063 | $4,802+172.0% | $4,395+197.2% | $6,401+104.1% |
| Admin fee / account holder | $9,967 | $5,978+66.7% | $5,325+87.2% | $11,431-12.8% |