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 | $69,671 | $65,361+6.6% | $92,903-25.0% | $72,983-4.5% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 21.43% | 42.11%-20.7pp | 109.43%-88.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $3,837 | $2,594+47.9% | $3,653+5.0% | $2,440+57.3% |
| Participant deferral / active EE | $5,398 | $3,128+72.5% | $4,238+27.4% | $3,608+49.6% |
| Admin fee / account holder | $1,018 | $4,251-76.1% | $5,795-82.4% | $5,124-80.1% |