Filed May 7, 2015
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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 | $39,679 | $72,114-45.0% | $108,745-63.5% | $62,881-36.9% |
| Participation rate | 94.3% | 74.6%+19.7pp | 77.7%+16.6pp | 69.3%+25.0pp |
| Annual return | 6.29% | 13.41%-7.1pp | 46.22%-39.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,711 | $2,694+37.8% | $3,323+11.7% | $2,281+62.7% |
| Participant deferral / active EE | $4,972 | $4,044+22.9% | $5,121-2.9% | $3,203+55.2% |
| Admin fee / account holder | $2,082 | $4,608-54.8% | $6,144-66.1% | $4,296-51.5% |