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 | $60,195 | $165,939-63.7% | $122,354-50.8% | $147,585-59.2% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 13.11% | 34.56%-21.4pp | 30.28%-17.2pp | 578.58%-565.5pp |
| Employer contribution / active EE | $1,387 | $5,754-75.9% | $4,051-65.8% | $4,876-71.6% |
| Participant deferral / active EE | $5,547 | $4,005+38.5% | $3,287+68.7% | $5,439+2.0% |
| Admin fee / account holder | $12,457 | $7,425+67.8% | $5,479+127.4% | $10,886+14.4% |