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 | $134,095 | $90,486+48.2% | $78,676+70.4% | $273,972-51.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.09% | 75.62%-60.5pp | 62.19%-47.1pp | 41.46%-26.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,558 | $3,901+68.1% | $3,517+86.5% | $5,287+24.0% |
| Admin fee / account holder | $2,913 | $5,263-44.7% | $4,510-35.4% | $10,133-71.3% |