Filed August 19, 2015 (most recent of 2 filings on file)
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,466 | $78,707+9.9% | $117,861-26.6% | $70,126+23.3% |
| Participation rate | 60.3% | 73.2%-12.9pp | 79.7%-19.4pp | 69.5%-9.2pp |
| Annual return | 16.64% | 23.30%-6.7pp | 335.11%-318.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $170 | $2,223-92.4% | $3,786-95.5% | $2,343-92.7% |
| Participant deferral / active EE | $1,662 | $3,297-49.6% | $4,482-62.9% | $3,332-50.1% |
| Admin fee / account holder | $2,856 | $5,066-43.6% | $8,021-64.4% | $4,645-38.5% |