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 | $71,625 | $63,346+13.1% | $92,240-22.3% | $70,126+2.1% |
| Participation rate | 91.8% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.3pp |
| Annual return | 21.77% | 530.19%-508.4pp | 176.29%-154.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $2,369 | $2,471-4.1% | $3,680-35.6% | $2,343+1.1% |
| Participant deferral / active EE | $3,601 | $2,854+26.2% | $3,897-7.6% | $3,332+8.1% |
| Admin fee / account holder | $4,365 | $3,841+13.6% | $5,194-16.0% | $4,645-6.0% |