Filed February 23, 2015 (most recent of 2 filings on file)
Total covered: 4 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 | $69,057 | $52,836+30.7% | $105,738-34.7% | $64,173+7.6% |
| Participation rate | 83.3% | 66.5%+16.8pp | 76.3%+7.0pp | 69.6%+13.8pp |
| Annual return | -5.36% | 14.30%-19.7pp | 6.27%-11.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,202 | $1,827+75.3% | $3,268-2.0% | $2,381+34.5% |
| Participant deferral / active EE | $7,242 | $2,545+184.5% | $4,080+77.5% | $3,470+108.7% |
| Admin fee / account holder | $1,028 | $3,959-74.0% | $6,913-85.1% | $4,887-79.0% |