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 | $197,661 | $100,911+95.9% | $90,440+118.6% | $158,966+24.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.30% | 1726.62%-1715.3pp | 1294.38%-1283.1pp | 302.95%-291.7pp |
| Employer contribution / active EE | $10,038 | $3,690+172.0% | $3,263+207.6% | $4,762+110.8% |
| Participant deferral / active EE | $6,133 | $4,348+41.0% | $3,964+54.7% | $5,983+2.5% |
| Admin fee / account holder | $921 | $6,507-85.8% | $5,615-83.6% | $11,250-91.8% |