Filed September 28, 2015 (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 | $224,517 | $72,396+210.1% | $67,511+232.6% | $145,959+53.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 7194.07%-7181.6pp | 3517.41%-3504.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $4,857 | $3,071+58.2% | $2,733+77.8% | $4,661+4.2% |
| Participant deferral / active EE | $21,324 | $4,781+346.0% | $4,000+433.1% | $6,689+218.8% |
| Admin fee / account holder | $38,123 | $5,538+588.4% | $3,999+853.4% | $13,398+184.5% |