Filed August 22, 2017 (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 | $72,859 | $91,559-20.4% | $133,971-45.6% | $79,852-8.8% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.3pp | 69.6%+4.9pp |
| Annual return | 23.31% | 61.85%-38.5pp | 45.09%-21.8pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,247 | $3,734-13.0% | $5,047-35.7% | $3,740-13.2% |
| Admin fee / account holder | $626 | $6,321-90.1% | $8,929-93.0% | $5,306-88.2% |