Filed May 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 | $55,637 | $52,678+5.6% | $75,784-26.6% | $59,633-6.7% |
| Participation rate | 84.1% | 67.2%+16.9pp | 75.8%+8.3pp | 68.7%+15.4pp |
| Annual return | -0.05% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,010 | $2,193-8.4% | $3,323-39.5% | $2,203-8.8% |
| Participant deferral / active EE | $3,216 | $2,591+24.1% | $3,652-11.9% | $3,192+0.8% |
| Admin fee / account holder | $2,244 | $3,610-37.8% | $5,300-57.7% | $4,297-47.8% |