Filed May 14, 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 | $70,434 | $99,875-29.5% | $146,866-52.0% | $86,983-19.0% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.5%+14.2pp |
| Annual return | 15.30% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $4,281 | $3,224+32.8% | $4,425-3.2% | $2,584+65.6% |
| Participant deferral / active EE | $6,711 | $6,322+6.1% | $7,759-13.5% | $4,194+60.0% |
| Admin fee / account holder | $7,299 | $7,838-6.9% | $13,620-46.4% | $7,856-7.1% |