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 | $44,206 | $181,896-75.7% | $156,551-71.8% | $273,972-83.9% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $9,568 | $6,248+53.1% | $5,501+73.9% | $4,869+96.5% |
| Participant deferral / active EE | $6,667 | $5,550+20.1% | $4,871+36.9% | $5,287+26.1% |
| Admin fee / account holder | $5,204 | $15,560-66.6% | $13,028-60.1% | $10,133-48.6% |