Filed January 12, 2018 (most recent of 2 filings on file)
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 | $56,106 | $88,707-36.8% | $74,184-24.4% | $273,973-79.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 2.74% | 11.94%-9.2pp | 17.74%-15.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $3,968 | $3,159+25.6% | $2,370+67.4% | $4,869-18.5% |
| Participant deferral / active EE | $4,995 | $4,212+18.6% | $3,550+40.7% | $5,287-5.5% |
| Admin fee / account holder | $423 | $8,717-95.2% | $5,586-92.4% | $10,133-95.8% |