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 | $88,491 | $72,492+22.1% | $87,104+1.6% | $72,975+21.3% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.9pp |
| Annual return | 24.62% | 24.46%+0.2pp | 28.19%-3.6pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,721 | $1,894+43.7% | $2,521+7.9% | $2,440+11.5% |
| Participant deferral / active EE | $6,686 | $3,270+104.5% | $4,048+65.2% | $3,608+85.3% |
| Admin fee / account holder | $5,197 | $5,055+2.8% | $7,491-30.6% | $5,124+1.4% |