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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,223 | $103,000+49.7% | $90,300+70.8% | $152,885+0.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 7.96% | 95.19%-87.2pp | 78.11%-70.2pp | 345.39%-337.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,865 | $4,281+83.7% | $3,884+102.5% | $5,851+34.4% |
| Admin fee / account holder | $7,258 | $6,173+17.6% | $5,353+35.6% | $11,598-37.4% |