Filed July 23, 2018 (most recent of 3 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 | $37,478 | $42,546-11.9% | $71,796-47.8% | $55,167-32.1% |
| Participation rate | 70.5% | 59.1%+11.4pp | 69.1%+1.4pp | 69.0%+1.6pp |
| Annual return | 8.77% | 12.36%-3.6pp | 78.04%-69.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $760 | $803-5.3% | $1,924-60.5% | $1,963-61.3% |
| Participant deferral / active EE | $1,618 | $2,064-21.6% | $2,794-42.1% | $3,054-47.0% |
| Admin fee / account holder | $412 | $650-36.6% | $4,815-91.5% | $504-18.3% |