Filed November 7, 2014
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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 | $177,599 | $201,372-11.8% | $184,260-3.6% | $145,884+21.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $5,241 | $7,024-25.4% | $6,427-18.5% | $4,662+12.4% |
| Participant deferral / active EE | $20,273 | $9,808+106.7% | $9,133+122.0% | $6,690+203.1% |
| Admin fee / account holder | $4,970 | $16,362-69.6% | $13,898-64.2% | $13,392-62.9% |