Filed December 21, 2015
Total covered: 5 employees
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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 | $45,315 | $46,877-3.3% | $122,354-63.0% | $70,126-35.4% |
| Participation rate | 95.3% | 58.2%+37.1pp | 71.6%+23.7pp | 69.5%+25.8pp |
| Annual return | 19.81% | 24.22%-4.4pp | 30.28%-10.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,650 | $1,288+105.7% | $4,051-34.6% | $2,343+13.1% |
| Participant deferral / active EE | $4,972 | $2,167+129.4% | $3,287+51.3% | $3,332+49.2% |
| Admin fee / account holder | $712 | $3,324-78.6% | $5,479-87.0% | $4,645-84.7% |