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 | $72,314 | $72,269+0.1% | $101,271-28.6% | $79,852-9.4% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 15.17% | 22.29%-7.1pp | 46.48%-31.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $541 | $2,692-79.9% | $3,660-85.2% | $2,471-78.1% |
| Participant deferral / active EE | $3,260 | $3,282-0.6% | $4,371-25.4% | $3,740-12.8% |
| Admin fee / account holder | $1,040 | $4,401-76.4% | $5,948-82.5% | $5,306-80.4% |