Filed September 14, 2018 (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 | $183,771 | $88,815+106.9% | $81,882+124.4% | $145,897+26.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 9.94% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,616 | $4,647+150.0% | $4,323+168.7% | $6,689+73.7% |
| Admin fee / account holder | $7,253 | $8,434-14.0% | $7,360-1.4% | $13,390-45.8% |