Filed April 29, 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 | $129,928 | $99,994+29.9% | $146,643-11.4% | $85,847+51.3% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.4pp |
| Annual return | 13.95% | 18.93%-5.0pp | 22.75%-8.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $3,441 | $2,559+34.5% | $4,137-16.8% | $2,565+34.1% |
| Participant deferral / active EE | $6,139 | $4,006+53.2% | $5,506+11.5% | $3,952+55.3% |
| Admin fee / account holder | $10,263 | $7,703+33.2% | $10,280-0.2% | $6,261+63.9% |