Filed May 13, 2016 (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 | $44,498 | $52,678-15.5% | $75,784-41.3% | $59,633-25.4% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -2.96% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $5,049 | $2,193+130.2% | $3,323+51.9% | $2,203+129.2% |
| Participant deferral / active EE | $4,913 | $2,591+89.7% | $3,652+34.5% | $3,192+53.9% |
| Admin fee / account holder | $542 | $3,610-85.0% | $5,300-89.8% | $4,297-87.4% |