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 | $42,146 | $77,416-45.6% | $69,464-39.3% | $152,897-72.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.19% | 39.08%-13.9pp | 28.98%-3.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,958 | $3,315-10.8% | $2,779+6.4% | $4,764-37.9% |
| Participant deferral / active EE | $4,132 | $4,413-6.4% | $3,536+16.8% | $5,851-29.4% |
| Admin fee / account holder | $440 | $6,208-92.9% | $3,840-88.6% | $11,599-96.2% |