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 | $55,031 | $60,119-8.5% | $90,430-39.1% | $79,858-31.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.82% | 71.94%-71.1pp | 1293.73%-1292.9pp | 31.72%-30.9pp |
| Employer contribution / active EE | $3,696 | $2,068+78.7% | $3,262+13.3% | $2,471+49.6% |
| Participant deferral / active EE | $4,563 | $2,938+55.3% | $3,963+15.2% | $3,740+22.0% |
| Admin fee / account holder | $39,202 | $3,976+886.0% | $5,613+598.4% | $5,306+638.8% |