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 | $83,564 | $171,867-51.4% | $149,716-44.2% | $147,585-43.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 19.73% | 2113.36%-2093.6pp | 1501.67%-1481.9pp | 578.58%-558.9pp |
| Employer contribution / active EE | $4,577 | $6,275-27.1% | $5,444-15.9% | $4,876-6.1% |
| Participant deferral / active EE | $14,172 | $7,270+94.9% | $6,568+115.8% | $5,439+160.6% |
| Admin fee / account holder | $4,209 | $13,799-69.5% | $11,282-62.7% | $10,886-61.3% |