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 | $42,418 | $53,546-20.8% | $69,884-39.3% | $68,486-38.1% |
| Participation rate | 88.2% | 64.5%+23.7pp | 70.5%+17.8pp | 67.9%+20.3pp |
| Annual return | -11.90% | -13.87%+2.0pp | 190.81%-202.7pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,576 | $2,019+27.6% | $2,560+0.6% | $2,597-0.8% |
| Participant deferral / active EE | $5,035 | $2,957+70.3% | $3,848+30.9% | $4,028+25.0% |
| Admin fee / account holder | $1,367 | $4,693-70.9% | $6,266-78.2% | $5,404-74.7% |