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 | $130,438 | $64,324+102.8% | $118,946+9.7% | $79,852+63.4% |
| Participation rate | 84.3% | 64.9%+19.5pp | 75.4%+8.9pp | 69.6%+14.7pp |
| Annual return | 40.60% | 86.45%-45.8pp | 35.89%+4.7pp | 31.72%+8.9pp |
| Employer contribution / active EE | $3,453 | $1,836+88.0% | $3,263+5.8% | $2,471+39.7% |
| Participant deferral / active EE | $7,846 | $2,824+177.9% | $4,266+83.9% | $3,740+109.8% |
| Admin fee / account holder | $1,864 | $4,040-53.9% | $6,581-71.7% | $5,306-64.9% |