Filed February 12, 2015 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,611 | $63,346-15.4% | $92,240-41.9% | $70,126-23.6% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 17.51% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $398 | $2,471-83.9% | $3,680-89.2% | $2,343-83.0% |
| Participant deferral / active EE | $2,110 | $2,854-26.0% | $3,897-45.8% | $3,332-36.7% |
| Admin fee / account holder | $4,924 | $3,841+28.2% | $5,194-5.2% | $4,645+6.0% |