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 | $53,499 | $57,352-6.7% | $83,830-36.2% | $64,173-16.6% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -8.39% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,029 | $2,546+97.6% | $3,631+38.5% | $2,381+111.2% |
| Participant deferral / active EE | $5,127 | $2,993+71.3% | $4,082+25.6% | $3,470+47.8% |
| Admin fee / account holder | $826 | $4,046-79.6% | $5,479-84.9% | $4,887-83.1% |