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 | $77,164+45.3% | $178,014-37.0% | $80,874+38.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.20% | 18.09%-6.9pp | 294.80%-283.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,234 | $2,288-2.4% | $3,950-43.5% | $2,756-18.9% |
| Participant deferral / active EE | $5,170 | $4,408+17.3% | $6,276-17.6% | $4,297+20.3% |
| Admin fee / account holder | $569 | $7,164-92.1% | $10,362-94.5% | $6,935-91.8% |