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 | $61,529 | $65,566-6.2% | $86,235-28.6% | $75,177-18.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.63% | 46.07%-26.4pp | 1170.03%-1150.4pp | 160.75%-141.1pp |
| Employer contribution / active EE | $3,165 | $1,553+103.7% | $2,381+32.9% | $2,671+18.5% |
| Participant deferral / active EE | $6,020 | $3,023+99.1% | $3,987+51.0% | $4,126+45.9% |
| Admin fee / account holder | $2,256 | $5,470-58.8% | $6,856-67.1% | $5,651-60.1% |