Filed November 4, 2016 (most recent of 2 filings on file)
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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 | $41,060 | $58,493-29.8% | $84,023-51.1% | $72,976-43.7% |
| Participation rate | 94.2% | 61.2%+33.0pp | 69.0%+25.2pp | 69.5%+24.7pp |
| Annual return | 22.47% | 28.93%-6.5pp | 71.32%-48.8pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,965 | $1,163+69.0% | $1,984-1.0% | $2,440-19.5% |
| Participant deferral / active EE | $4,067 | $2,394+69.9% | $3,239+25.6% | $3,608+12.7% |
| Admin fee / account holder | $2,519 | $4,569-44.9% | $6,102-58.7% | $5,124-50.8% |