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 | $19,508 | $92,766-79.0% | $82,763-76.4% | $134,545-85.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.30% | 946.97%-965.3pp | 702.45%-720.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,225 | $3,273-1.5% | $3,008+7.2% | $4,742-32.0% |
| Participant deferral / active EE | $3,282 | $4,802-31.7% | $4,395-25.3% | $6,401-48.7% |
| Admin fee / account holder | $696 | $5,978-88.4% | $5,325-86.9% | $11,431-93.9% |