Filed July 21, 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 | $29,838 | $48,076-37.9% | $78,690-62.1% | $62,891-52.6% |
| Participation rate | 95.5% | 65.2%+30.2pp | 73.6%+21.9pp | 69.3%+26.1pp |
| Annual return | 8.14% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,165 | $2,015+106.7% | $2,851+46.1% | $2,281+82.6% |
| Participant deferral / active EE | $5,053 | $2,588+95.3% | $3,517+43.7% | $3,203+57.8% |
| Admin fee / account holder | $3,116 | $3,207-2.8% | $4,511-30.9% | $4,296-27.5% |