Filed February 2, 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 | $135,971 | $165,399-17.8% | $149,745-9.2% | $158,982-14.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.89% | 348.34%-339.4pp | 276.72%-267.8pp | 302.99%-294.1pp |
| Employer contribution / active EE | $5,210 | $5,105+2.1% | $4,646+12.2% | $4,763+9.4% |
| Participant deferral / active EE | $6,587 | $7,183-8.3% | $6,843-3.7% | $5,983+10.1% |
| Admin fee / account holder | $954 | $10,811-91.2% | $9,312-89.8% | $11,252-91.5% |