Filed July 7, 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 | $103,414 | $102,422+1.0% | $147,117-29.7% | $80,959+27.7% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 15.16% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,905 | $3,717+5.1% | $4,932-20.8% | $2,757+41.6% |
| Participant deferral / active EE | $9,282 | $6,652+39.5% | $8,065+15.1% | $4,300+115.8% |
| Admin fee / account holder | $7,416 | $7,953-6.8% | $12,993-42.9% | $6,925+7.1% |