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 | $114,119 | $123,793-7.8% | $177,848-35.8% | $79,856+42.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.42% | 22.82%-9.4pp | 48.33%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,125 | $4,095+25.2% | $5,919-13.4% | $2,471+107.4% |
| Participant deferral / active EE | $2,892 | $5,956-51.4% | $7,714-62.5% | $3,741-22.7% |
| Admin fee / account holder | $4,485 | $7,243-38.1% | $12,431-63.9% | $5,306-15.5% |