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 | $167,114 | $73,546+127.2% | $63,018+165.2% | $147,586+13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.04% | 175.56%-152.5pp | 87.62%-64.6pp | 578.59%-555.5pp |
| Employer contribution / active EE | $9,010 | $3,324+171.1% | $2,761+226.4% | $4,876+84.8% |
| Participant deferral / active EE | $9,788 | $4,185+133.9% | $3,330+194.0% | $5,439+80.0% |
| Admin fee / account holder | $1,154 | $5,956-80.6% | $3,601-68.0% | $10,886-89.4% |