Filed May 11, 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 | $35,484 | $52,306-32.2% | $69,779-49.1% | $62,881-43.6% |
| Participation rate | 93.3% | 67.2%+26.1pp | 71.8%+21.5pp | 69.3%+24.0pp |
| Annual return | 5.66% | 13.35%-7.7pp | 12.99%-7.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,976 | $1,799+9.8% | $2,338-15.5% | $2,281-13.4% |
| Participant deferral / active EE | $3,600 | $2,395+50.3% | $2,931+22.8% | $3,203+12.4% |
| Admin fee / account holder | $868 | $3,691-76.5% | $4,381-80.2% | $4,296-79.8% |