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 | $139,032 | $90,607+53.4% | $79,467+75.0% | $135,380+2.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.37% | 977.74%-984.1pp | 718.30%-724.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,254 | $4,050+79.1% | $3,704+95.9% | $5,609+29.3% |
| Admin fee / account holder | $5,165 | $5,895-12.4% | $5,104+1.2% | $10,828-52.3% |