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 | $38,206 | $57,828-33.9% | $117,039-67.4% | $70,124-45.5% |
| Participation rate | 76.1% | 67.1%+9.0pp | 77.2%-1.1pp | 69.5%+6.5pp |
| Annual return | 18.01% | 17.55%+0.5pp | 18.95%-0.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,176 | $1,816-35.2% | $3,785-68.9% | $2,342-49.8% |
| Participant deferral / active EE | $3,579 | $2,438+46.8% | $3,929-8.9% | $3,332+7.4% |
| Admin fee / account holder | $9,059 | $3,548+155.3% | $5,974+51.6% | $4,645+95.0% |