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 | $50,195 | $63,346-20.8% | $92,240-45.6% | $70,126-28.4% |
| Participation rate | 97.2% | 68.7%+28.6pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 17.62% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,952 | $2,471+59.9% | $3,680+7.4% | $2,343+68.7% |
| Participant deferral / active EE | $4,647 | $2,854+62.8% | $3,897+19.3% | $3,332+39.5% |
| Admin fee / account holder | $360 | $3,841-90.6% | $5,194-93.1% | $4,645-92.3% |