Filed April 5, 2016 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,742 | $77,816-48.9% | $123,552-67.8% | $64,173-38.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.39% | 12.49%-4.1pp | 119.20%-110.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $584 | $3,014-80.6% | $4,628-87.4% | $2,381-75.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $428 | $5,519-92.3% | $9,285-95.4% | $4,887-91.2% |