Filed October 6, 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 | $114,768 | $124,425-7.8% | $112,040+2.4% | $137,256-16.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.35% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,602 | $3,411+93.5% | $2,954+123.5% | $4,156+58.8% |
| Participant deferral / active EE | $12,881 | $5,718+125.3% | $5,098+152.7% | $6,407+101.1% |
| Admin fee / account holder | $960 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |