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 | $58,527 | $70,430-16.9% | $96,572-39.4% | $85,851-31.8% |
| Participation rate | 96.6% | 61.8%+34.8pp | 69.8%+26.8pp | 69.3%+27.3pp |
| Annual return | 14.72% | 18.58%-3.9pp | 37.79%-23.1pp | 318.63%-303.9pp |
| Employer contribution / active EE | $2,313 | $1,413+63.7% | $2,357-1.9% | $2,565-9.8% |
| Participant deferral / active EE | $4,301 | $2,894+48.6% | $3,850+11.7% | $3,952+8.8% |
| Admin fee / account holder | $517 | $4,996-89.7% | $6,183-91.6% | $6,261-91.7% |