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 | $58,927-14.1% | $76,823-34.1% | $72,983-30.7% |
| Participation rate | 93.6% | 67.3%+26.3pp | 72.1%+21.5pp | 69.5%+24.1pp |
| Annual return | 16.77% | 2305.64%-2288.9pp | 1166.42%-1149.6pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,918 | $1,787+7.4% | $2,302-16.7% | $2,440-21.4% |
| Participant deferral / active EE | $5,362 | $2,690+99.3% | $3,336+60.8% | $3,608+48.6% |
| Admin fee / account holder | $1,999 | $4,013-50.2% | $6,422-68.9% | $5,124-61.0% |