Filed January 4, 2018 (most recent of 3 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 | $84,976 | $54,763+55.2% | $90,324-5.9% | $72,976+16.4% |
| Participation rate | 94.9% | 65.2%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 22.36% | 30.63%-8.3pp | 78.15%-55.8pp | 81.02%-58.7pp |
| Employer contribution / active EE | $7,221 | $2,093+245.0% | $2,856+152.9% | $2,440+196.0% |
| Participant deferral / active EE | $8,046 | $2,887+178.7% | $3,885+107.1% | $3,608+123.0% |
| Admin fee / account holder | $8,419 | $3,973+111.9% | $5,356+57.2% | $5,124+64.3% |