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 | $67,724 | $71,215-4.9% | $93,696-27.7% | $80,935-16.3% |
| Participation rate | 91.3% | 60.4%+30.9pp | 68.7%+22.6pp | 67.7%+23.6pp |
| Annual return | 17.41% | 11.27%+6.1pp | 133.74%-116.3pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,137 | $1,565+100.4% | $2,422+29.5% | $2,757+13.8% |
| Participant deferral / active EE | $5,014 | $4,037+24.2% | $4,417+13.5% | $4,299+16.6% |
| Admin fee / account holder | $2,287 | $6,958-67.1% | $8,287-72.4% | $6,924-67.0% |