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 | $209,365 | $81,643+156.4% | $70,462+197.1% | $158,950+31.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.14% | 208.51%-193.4pp | 109.08%-93.9pp | 302.91%-287.8pp |
| Employer contribution / active EE | $8,106 | $3,218+151.9% | $2,737+196.1% | $4,762+70.2% |
| Participant deferral / active EE | $8,481 | $4,555+86.2% | $3,710+128.6% | $5,983+41.8% |
| Admin fee / account holder | $4,536 | $6,194-26.8% | $3,845+18.0% | $11,248-59.7% |