Filed April 24, 2015
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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 | $64,618 | $58,311+10.8% | $81,882-21.1% | $80,959-20.2% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.4%+24.9pp | 67.7%+29.7pp |
| Annual return | 14.36% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,786 | $2,347+61.3% | $2,916+29.8% | $2,757+37.3% |
| Participant deferral / active EE | $8,464 | $3,287+157.5% | $4,323+95.8% | $4,300+96.8% |
| Admin fee / account holder | $4,513 | $4,752-5.0% | $7,360-38.7% | $6,925-34.8% |