Filed April 6, 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 | $112,085 | $77,962+43.8% | $178,540-37.2% | $80,935+38.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 11.20% | 18.10%-6.9pp | 27.15%-15.9pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,234 | $2,280-2.0% | $3,953-43.5% | $2,757-19.0% |
| Participant deferral / active EE | $5,170 | $4,404+17.4% | $6,281-17.7% | $4,299+20.3% |
| Admin fee / account holder | $569 | $7,156-92.0% | $10,424-94.5% | $6,924-91.8% |