Filed September 25, 2015
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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 | $33,802 | $90,607-62.7% | $79,467-57.5% | $135,380-75.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.73% | 977.74%-981.5pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,044 | $3,068-33.4% | $2,800-27.0% | $4,779-57.2% |
| Participant deferral / active EE | $5,268 | $4,050+30.1% | $3,704+42.2% | $5,609-6.1% |
| Admin fee / account holder | $2,966 | $5,895-49.7% | $5,104-41.9% | $10,828-72.6% |