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 | $50,613 | $58,391-13.3% | $76,657-34.0% | $72,975-30.6% |
| Participation rate | 93.6% | 67.4%+26.3pp | 72.1%+21.5pp | 69.5%+24.1pp |
| Annual return | 16.77% | 2306.65%-2289.9pp | 1166.74%-1150.0pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,918 | $1,787+7.4% | $2,303-16.7% | $2,440-21.4% |
| Participant deferral / active EE | $5,362 | $2,690+99.3% | $3,335+60.8% | $3,608+48.6% |
| Admin fee / account holder | $1,999 | $4,014-50.2% | $6,423-68.9% | $5,124-61.0% |