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 | $116,322 | $84,697+37.3% | $73,845+57.5% | $125,393-7.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.13% | 3123.66%-3123.8pp | 2267.91%-2268.0pp | 282.23%-282.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,947 | $3,993+99.0% | $3,583+121.8% | $5,351+48.5% |
| Admin fee / account holder | $2,069 | $5,692-63.6% | $4,881-57.6% | $9,541-78.3% |