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 | $34,717 | $69,541-50.1% | $59,899-42.0% | $135,380-74.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.18% | 7.95%-13.1pp | 3.46%-8.6pp | 519.81%-525.0pp |
| Employer contribution / active EE | $2,911 | $3,236-10.1% | $2,723+6.9% | $4,779-39.1% |
| Participant deferral / active EE | $4,094 | $4,206-2.7% | $3,402+20.3% | $5,609-27.0% |
| Admin fee / account holder | $1,283 | $5,737-77.6% | $3,592-64.3% | $10,828-88.1% |