Filed October 24, 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 | $34,929 | $73,546-52.5% | $63,018-44.6% | $147,586-76.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.74% | 175.56%-152.8pp | 87.62%-64.9pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,553 | $3,324-23.2% | $2,761-7.5% | $4,876-47.6% |
| Participant deferral / active EE | $4,897 | $4,185+17.0% | $3,330+47.1% | $5,439-10.0% |
| Admin fee / account holder | $1,704 | $5,956-71.4% | $3,601-52.7% | $10,886-84.4% |