Filed August 19, 2015 (most recent of 2 filings on file)
Total covered: 6 employees
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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 | $69,829 | $69,977-0.2% | $108,582-35.7% | $62,881+11.1% |
| Participation rate | 73.8% | 72.9%+0.9pp | 79.6%-5.8pp | 69.3%+4.5pp |
| Annual return | 10.64% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $196 | $2,135-90.8% | $3,758-94.8% | $2,281-91.4% |
| Participant deferral / active EE | $1,986 | $3,165-37.3% | $4,311-53.9% | $3,203-38.0% |
| Admin fee / account holder | $1,044 | $5,076-79.4% | $7,645-86.3% | $4,296-75.7% |