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 | $128,338 | $137,414-6.6% | $189,520-32.3% | $85,856+49.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 38.14%-26.1pp | 555.25%-543.2pp | 318.58%-306.5pp |
| Employer contribution / active EE | $5,976 | $4,344+37.5% | $6,161-3.0% | $2,565+132.9% |
| Participant deferral / active EE | $3,438 | $6,260-45.1% | $8,220-58.2% | $3,952-13.0% |
| Admin fee / account holder | $19,860 | $8,630+130.1% | $12,046+64.9% | $6,261+217.2% |