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 | $144,425 | $99,011+45.9% | $86,582+66.8% | $147,586-2.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.64% | 1312.75%-1298.1pp | 965.08%-950.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,317 | $3,972+84.2% | $3,609+102.8% | $5,439+34.5% |
| Admin fee / account holder | $12,797 | $5,709+124.2% | $4,904+160.9% | $10,886+17.6% |