Filed May 27, 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 | $69,708 | $78,707-11.4% | $117,861-40.9% | $70,126-0.6% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.3pp | 69.5%+13.4pp |
| Annual return | 12.59% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,130 | $3,297+25.3% | $4,482-7.8% | $3,332+24.0% |
| Admin fee / account holder | $7,003 | $5,066+38.2% | $8,021-12.7% | $4,645+50.7% |