Filed January 21, 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 | $32,835 | $75,962-56.8% | $154,111-78.7% | $64,173-48.8% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | -7.29% | 30.32%-37.6pp | 735.18%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,066 | $3,350-8.5% | $5,298-42.1% | $2,381+28.8% |
| Participant deferral / active EE | $5,686 | $3,175+79.1% | $5,081+11.9% | $3,470+63.9% |
| Admin fee / account holder | $469 | $5,589-91.6% | $13,411-96.5% | $4,887-90.4% |