Filed May 11, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,414 | $184,000-91.6% | $162,185-90.5% | $152,909-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.65% | 150.80%-119.1pp | 115.61%-84.0pp | 345.46%-313.8pp |
| Employer contribution / active EE | $2,448 | $6,370-61.6% | $5,613-56.4% | $4,764-48.6% |
| Participant deferral / active EE | $4,598 | $8,033-42.8% | $7,297-37.0% | $5,851-21.4% |
| Admin fee / account holder | $1,142 | $13,124-91.3% | $10,844-89.5% | $11,601-90.2% |