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 | $163,208 | $69,518+134.8% | $59,883+172.5% | $135,382+20.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.97% | 7.95%-13.9pp | 3.46%-9.4pp | 519.77%-525.7pp |
| Employer contribution / active EE | $9,013 | $3,235+178.6% | $2,722+231.1% | $4,779+88.6% |
| Participant deferral / active EE | $9,376 | $4,204+123.0% | $3,402+175.6% | $5,609+67.2% |
| Admin fee / account holder | $7,247 | $5,734+26.4% | $3,591+101.8% | $10,829-33.1% |