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 | $83,557 | $72,269+15.6% | $101,271-17.5% | $79,852+4.6% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 12.74% | 22.29%-9.6pp | 46.48%-33.7pp | 31.72%-19.0pp |
| Employer contribution / active EE | $4,137 | $2,692+53.7% | $3,660+13.0% | $2,471+67.4% |
| Participant deferral / active EE | $5,605 | $3,282+70.8% | $4,371+28.2% | $3,740+49.8% |
| Admin fee / account holder | $3,070 | $4,401-30.2% | $5,948-48.4% | $5,306-42.1% |