Filed August 23, 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 | $84,530 | $208,088-59.4% | $186,193-54.6% | $154,746-45.4% |
| Participation rate | 87.0% | 80.0%+7.0pp | 77.1%+9.8pp | 80.7%+6.3pp |
| Annual return | 11.83% | 89.97%-78.1pp | 78.03%-66.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,525 | $4,340-18.8% | $3,918-10.0% | $4,379-19.5% |
| Participant deferral / active EE | $4,068 | $7,078-42.5% | $6,513-37.5% | $6,730-39.6% |
| Admin fee / account holder | $6,202 | $11,698-47.0% | $11,058-43.9% | $14,365-56.8% |