Filed January 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 | $247,115 | $136,433+81.1% | $98,864+150.0% | $167,553+47.5% |
| Participation rate | 70.0% | 70.3%-0.3pp | 65.7%+4.3pp | 82.1%-12.1pp |
| Annual return | 0.00% | 67.76%-67.8pp | 50.03%-50.0pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,705 | $2,636+116.4% | $2,070+175.7% | $4,840+17.9% |
| Participant deferral / active EE | $8,173 | $3,721+119.6% | $3,037+169.1% | $6,343+28.9% |
| Admin fee / account holder | $5,115 | $5,039+1.5% | $4,080+25.4% | $12,316-58.5% |