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 | $133,801 | $65,712+103.6% | $57,196+133.9% | $273,972-51.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.87% | 22.01%-13.1pp | 14.59%-5.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $9,117 | $3,280+177.9% | $2,683+239.8% | $4,869+87.2% |
| Participant deferral / active EE | $10,389 | $3,782+174.7% | $3,096+235.6% | $5,287+96.5% |
| Admin fee / account holder | $1,703 | $4,838-64.8% | $3,141-45.8% | $10,133-83.2% |