Filed February 12, 2018 (most recent of 4 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 | $142,545 | $143,969-1.0% | $199,883-28.7% | $82,637+72.5% |
| Participation rate | 93.4% | 84.1%+9.3pp | 86.8%+6.7pp | 68.1%+25.4pp |
| Annual return | 15.48% | 25.67%-10.2pp | 43.81%-28.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,598 | $4,632-22.3% | $6,261-42.5% | $2,552+41.0% |
| Participant deferral / active EE | $5,886 | $6,937-15.1% | $9,138-35.6% | $4,126+42.7% |
| Admin fee / account holder | $15,889 | $14,597+8.9% | $17,268-8.0% | $7,339+116.5% |