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 | $106,864-34.1% | $147,318-52.2% | $82,637-14.8% |
| Participation rate | 83.8% | 75.5%+8.3pp | 82.1%+1.7pp | 68.1%+15.7pp |
| Annual return | 15.30% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $4,281 | $3,417+25.3% | $4,593-6.8% | $2,552+67.7% |
| Participant deferral / active EE | $6,711 | $6,496+3.3% | $7,906-15.1% | $4,126+62.6% |
| Admin fee / account holder | $7,299 | $8,415-13.3% | $13,708-46.8% | $7,339-0.5% |