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 | $55,653 | $56,894-2.2% | $84,753-34.3% | $62,881-11.5% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 7.66% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,442 | $2,400+1.8% | $3,574-31.7% | $2,281+7.1% |
| Participant deferral / active EE | $3,378 | $2,709+24.7% | $3,712-9.0% | $3,203+5.5% |
| Admin fee / account holder | $1,607 | $3,581-55.1% | $5,333-69.9% | $4,296-62.6% |