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 | $47,621 | $168,635-71.8% | $147,617-67.7% | $125,389-62.0% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -2.53% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $7,504 | $6,252+20.0% | $5,564+34.9% | $4,866+54.2% |
| Participant deferral / active EE | $3,699 | $5,507-32.8% | $4,895-24.4% | $5,352-30.9% |
| Admin fee / account holder | $1,461 | $13,580-89.2% | $11,612-87.4% | $9,541-84.7% |