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 | $72,465+209.8% | $67,575+232.2% | $145,884+53.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 7222.56%-7210.1pp | 3528.98%-3516.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,857 | $3,074+58.0% | $2,736+77.6% | $4,662+4.2% |
| Participant deferral / active EE | $21,324 | $4,786+345.6% | $4,003+432.6% | $6,690+218.8% |
| Admin fee / account holder | $38,123 | $5,515+591.2% | $3,993+854.7% | $13,392+184.7% |