Filed January 6, 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 | $17,774 | $77,638-77.1% | $156,551-88.6% | $62,881-71.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.23% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,809 | $3,444-18.4% | $5,501-48.9% | $2,281+23.1% |
| Participant deferral / active EE | $4,830 | $3,046+58.6% | $4,871-0.8% | $3,203+50.8% |
| Admin fee / account holder | $1,484 | $5,561-73.3% | $13,028-88.6% | $4,296-65.4% |