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 | $77,668 | $68,996+12.6% | $159,991-51.5% | $68,495+13.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.94% | -9.65%-7.3pp | 408.82%-425.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,966 | $2,212-11.1% | $4,225-53.5% | $2,596-24.3% |
| Participant deferral / active EE | $4,401 | $4,211+4.5% | $6,183-28.8% | $4,028+9.3% |
| Admin fee / account holder | $894 | $4,797-81.4% | $8,715-89.7% | $5,403-83.5% |