Filed April 4, 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 | $51,135 | $72,071-29.0% | $68,368-25.2% | $137,256-62.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.21% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,205 | $2,788+122.6% | $2,649+134.2% | $4,156+49.3% |
| Participant deferral / active EE | $7,286 | $4,410+65.2% | $4,123+76.7% | $6,407+13.7% |
| Admin fee / account holder | $2,275 | $5,336-57.4% | $5,150-55.8% | $12,270-81.5% |