Filed February 8, 2017 (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 | $217,159 | $183,516+18.3% | $155,534+39.6% | $145,884+48.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.78% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,709 | $5,315-49.0% | $4,675-42.1% | $4,662-41.9% |
| Participant deferral / active EE | $8,364 | $6,467+29.3% | $5,630+48.6% | $6,690+25.0% |
| Admin fee / account holder | $1,985 | $19,293-89.7% | $15,900-87.5% | $13,392-85.2% |