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 | $102,493 | $60,139+70.4% | $90,461+13.3% | $79,856+28.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.08% | 71.96%-49.9pp | 1294.76%-1272.7pp | 31.71%-9.6pp |
| Employer contribution / active EE | $8,335 | $2,069+302.9% | $3,264+155.4% | $2,471+237.3% |
| Participant deferral / active EE | $9,683 | $2,939+229.5% | $3,964+144.2% | $3,741+158.9% |
| Admin fee / account holder | $6,935 | $3,978+74.3% | $5,617+23.5% | $5,306+30.7% |