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 | $95,782 | $72,027+33.0% | $185,835-48.5% | $79,852+19.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.87% | 23.13%-9.3pp | 35.96%-22.1pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,384 | $1,965+21.3% | $4,087-41.7% | $2,471-3.5% |
| Participant deferral / active EE | $4,566 | $3,780+20.8% | $5,633-18.9% | $3,740+22.1% |
| Admin fee / account holder | $1,156 | $4,513-74.4% | $9,502-87.8% | $5,306-78.2% |