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 | $19,892 | $109,905-81.9% | $98,506-79.8% | $167,553-88.1% |
| Participation rate | 70.6% | 75.8%-5.2pp | 73.3%-2.8pp | 82.1%-11.5pp |
| Annual return | 20.87% | 1960.20%-1939.3pp | 1494.92%-1474.1pp | 478.89%-458.0pp |
| Employer contribution / active EE | $2,651 | $3,226-17.8% | $2,961-10.5% | $4,840-45.2% |
| Participant deferral / active EE | $2,754 | $4,674-41.1% | $4,277-35.6% | $6,343-56.6% |
| Admin fee / account holder | $1,199 | $6,760-82.3% | $5,955-79.9% | $12,316-90.3% |