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 | $95,727 | $83,485+14.7% | $125,192-23.5% | $72,975+31.2% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.5%-1.8pp |
| Annual return | 20.30% | 25.77%-5.5pp | 43.79%-23.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $92 | $2,346-96.1% | $3,866-97.6% | $2,440-96.2% |
| Participant deferral / active EE | $2,217 | $3,586-38.2% | $4,937-55.1% | $3,608-38.5% |
| Admin fee / account holder | $489 | $5,518-91.1% | $9,704-95.0% | $5,124-90.5% |