Filed April 5, 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 | $37,170 | $51,708-28.1% | $106,619-65.1% | $62,881-40.9% |
| Participation rate | 82.9% | 66.9%+16.1pp | 78.0%+4.9pp | 69.3%+13.6pp |
| Annual return | 10.68% | 4.69%+6.0pp | 9.42%+1.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,410 | $1,764-20.0% | $3,947-64.3% | $2,281-38.2% |
| Participant deferral / active EE | $4,227 | $2,315+82.6% | $3,930+7.6% | $3,203+32.0% |
| Admin fee / account holder | $2,521 | $3,349-24.7% | $6,418-60.7% | $4,296-41.3% |