Filed February 20, 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 | $74,774 | $67,602+10.6% | $82,312-9.2% | $70,126+6.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 21.28% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,297 | $1,755+30.9% | $2,428-5.4% | $2,343-2.0% |
| Participant deferral / active EE | $4,856 | $2,987+62.5% | $3,706+31.0% | $3,332+45.7% |
| Admin fee / account holder | $4,311 | $4,512-4.5% | $5,608-23.1% | $4,645-7.2% |