Filed December 28, 2017 (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 | $180,939 | $103,008+75.7% | $90,304+100.4% | $152,897+18.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.69% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $11,622 | $3,139+270.2% | $2,855+307.1% | $4,764+144.0% |
| Participant deferral / active EE | $6,921 | $4,281+61.7% | $3,885+78.1% | $5,851+18.3% |
| Admin fee / account holder | $935 | $6,175-84.9% | $5,354-82.5% | $11,599-91.9% |