Filed August 17, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,876 | $61,125+30.7% | $94,057-15.1% | $87,485-8.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.49% | 35.20%-23.7pp | 480.62%-469.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $3,585 | $2,136+67.8% | $2,933+22.2% | $2,596+38.1% |
| Participant deferral / active EE | $5,336 | $3,260+63.7% | $4,709+13.3% | $4,274+24.9% |
| Admin fee / account holder | $2,832 | $5,629-49.7% | $7,244-60.9% | $7,775-63.6% |