Filed October 27, 2015
Total covered: 5 employees
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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 | $37,952 | $158,827-76.1% | $121,208-68.7% | $135,382-72.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -0.68% | -0.64%0pp | 16.93%-17.6pp | 519.77%-520.5pp |
| Employer contribution / active EE | $4,391 | $5,666-22.5% | $4,023+9.2% | $4,779-8.1% |
| Participant deferral / active EE | $5,747 | $4,006+43.5% | $3,345+71.8% | $5,609+2.5% |
| Admin fee / account holder | $8,267 | $6,514+26.9% | $5,020+64.7% | $10,829-23.7% |