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 | $42,598 | $85,171-50.0% | $172,752-75.3% | $72,975-41.6% |
| Participation rate | 75.9% | 70.1%+5.9pp | 82.6%-6.7pp | 69.5%+6.4pp |
| Annual return | 23.02% | 27.32%-4.3pp | 802.97%-779.9pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,534 | $3,324-23.8% | $5,144-50.7% | $2,440+3.8% |
| Participant deferral / active EE | $5,263 | $3,260+61.4% | $5,198+1.2% | $3,608+45.9% |
| Admin fee / account holder | $5,584 | $5,880-5.0% | $13,955-60.0% | $5,124+9.0% |