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 | $87,100 | $91,525-4.8% | $130,026-33.0% | $75,181+15.9% |
| Participation rate | 70.7% | 71.4%-0.7pp | 78.5%-7.8pp | 67.2%+3.5pp |
| Annual return | 20.10% | -631.40%+651.5pp | -137.26%+157.4pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,812 | $4,342+10.8% | $5,821-17.3% | $4,126+16.6% |
| Admin fee / account holder | $2,911 | $6,778-57.1% | $10,608-72.6% | $5,650-48.5% |