Filed December 13, 2014 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $69,545 | $69,977-0.6% | $108,582-36.0% | $62,881+10.6% |
| Participation rate | 71.6% | 72.9%-1.3pp | 79.6%-7.9pp | 69.3%+2.3pp |
| Annual return | 10.64% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,749 | $2,135-18.1% | $3,758-53.5% | $2,281-23.3% |
| Participant deferral / active EE | $3,824 | $3,165+20.8% | $4,311-11.3% | $3,203+19.4% |
| Admin fee / account holder | $5,268 | $5,076+3.8% | $7,645-31.1% | $4,296+22.6% |