Filed March 30, 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 | $55,533 | $153,311-63.8% | $109,313-49.2% | $273,972-79.7% |
| Participation rate | 76.9% | 80.1%-3.2pp | 71.3%+5.7pp | 83.0%-6.1pp |
| Annual return | 5.81% | 29.86%-24.1pp | 22.07%-16.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $899 | $5,619-84.0% | $3,892-76.9% | $4,869-81.5% |
| Participant deferral / active EE | $3,597 | $3,932-8.5% | $3,166+13.6% | $5,287-32.0% |
| Admin fee / account holder | $3,765 | $8,076-53.4% | $5,666-33.6% | $10,133-62.8% |