Filed April 10, 2017 (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 | $81,583 | $201,264-59.5% | $184,185-55.7% | $145,978-44.1% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 14.46% | 29.00%-14.5pp | 28.81%-14.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $3,757 | $7,021-46.5% | $6,426-41.5% | $4,662-19.4% |
| Participant deferral / active EE | $5,257 | $9,806-46.4% | $9,132-42.4% | $6,690-21.4% |
| Admin fee / account holder | $10,701 | $16,376-34.7% | $13,909-23.1% | $13,400-20.1% |