Filed February 10, 2015 (most recent of 3 filings on file)
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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 | $92,225 | $109,359-15.7% | $162,177-43.1% | $72,975+26.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.11% | 25.46%+0.7pp | 115.60%-89.5pp | 81.01%-54.9pp |
| Employer contribution / active EE | $6,084 | $3,907+55.7% | $5,613+8.4% | $2,440+149.3% |
| Participant deferral / active EE | $3,238 | $5,481-40.9% | $7,297-55.6% | $3,608-10.3% |
| Admin fee / account holder | $884 | $7,972-88.9% | $10,843-91.8% | $5,124-82.7% |