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 | $86,589 | $64,716+33.8% | $112,258-22.9% | $68,495+26.4% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -17.30% | -11.40%-5.9pp | 27.47%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,175 | $2,746+52.0% | $3,636+14.8% | $2,596+60.8% |
| Participant deferral / active EE | $4,627 | $3,565+29.8% | $4,728-2.1% | $4,028+14.9% |
| Admin fee / account holder | $1,008 | $5,232-80.7% | $6,411-84.3% | $5,403-81.3% |