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 | $87,372 | $58,851+48.5% | $115,170-24.1% | $72,983+19.7% |
| Participation rate | 83.3% | 65.5%+17.8pp | 75.9%+7.4pp | 69.5%+13.8pp |
| Annual return | 22.88% | 23.16%-0.3pp | 35.60%-12.7pp | 81.01%-58.1pp |
| Employer contribution / active EE | $3,359 | $1,798+86.8% | $3,179+5.7% | $2,440+37.7% |
| Participant deferral / active EE | $7,588 | $2,643+187.2% | $4,169+82.0% | $3,608+110.3% |
| Admin fee / account holder | $4,988 | $6,370-21.7% | $7,089-29.6% | $5,124-2.7% |