Filed February 2, 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 | $81,394 | $72,071+12.9% | $68,368+19.1% | $137,256-40.7% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 16.96% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,344 | $2,788+91.7% | $2,649+101.7% | $4,156+28.6% |
| Participant deferral / active EE | $7,420 | $4,410+68.2% | $4,123+80.0% | $6,407+15.8% |
| Admin fee / account holder | $4,282 | $5,336-19.7% | $5,150-16.9% | $12,270-65.1% |