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 | $183,771 | $88,754+107.1% | $81,820+124.6% | $145,877+26.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 9.94% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,616 | $4,648+149.9% | $4,323+168.7% | $6,691+73.6% |
| Admin fee / account holder | $7,253 | $8,424-13.9% | $7,391-1.9% | $13,402-45.9% |