Filed April 4, 2017 (most recent of 3 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 | $119,247 | $62,672+90.3% | $185,117-35.6% | $70,124+70.1% |
| Participation rate | 92.9% | 63.8%+29.1pp | 77.3%+15.6pp | 69.5%+23.3pp |
| Annual return | 25.36% | 40.79%-15.4pp | 40.50%-15.1pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,258 | $1,753-28.2% | $4,182-69.9% | $2,342-46.3% |
| Participant deferral / active EE | $7,746 | $3,272+136.8% | $5,045+53.5% | $3,332+132.5% |
| Admin fee / account holder | $535 | $3,932-86.4% | $8,159-93.4% | $4,645-88.5% |