Filed April 6, 2017 (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 | $30,676 | $76,407-59.9% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 82.2% | 66.4%+15.8pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 20.44% | 39.99%-19.6pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,817 | $2,614-30.5% | $4,154-56.3% | $2,551-28.8% |
| Participant deferral / active EE | $3,934 | $3,214+22.4% | $5,453-27.8% | $4,139-5.0% |
| Admin fee / account holder | $474 | $6,352-92.5% | $14,116-96.6% | $7,234-93.5% |