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 | $183,627+18.3% | $155,602+39.6% | $145,978+48.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.78% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,709 | $5,316-49.1% | $4,675-42.1% | $4,662-41.9% |
| Participant deferral / active EE | $8,364 | $6,466+29.4% | $5,629+48.6% | $6,690+25.0% |
| Admin fee / account holder | $1,985 | $19,327-89.7% | $15,923-87.5% | $13,400-85.2% |