Filed March 21, 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 | $80,143 | $100,060-19.9% | $149,721-46.5% | $70,126+14.3% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 15.91% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,735 | $3,661-52.6% | $5,444-68.1% | $2,343-25.9% |
| Participant deferral / active EE | $3,106 | $4,982-37.7% | $6,568-52.7% | $3,332-6.8% |
| Admin fee / account holder | $4,653 | $8,285-43.8% | $11,282-58.8% | $4,645+0.2% |