Filed April 12, 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 | $214,157 | $84,685+152.9% | $73,836+190.0% | $125,389+70.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.21% | 3123.80%-3124.0pp | 2268.06%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $21,599 | $3,123+591.5% | $2,787+674.9% | $4,866+343.9% |
| Participant deferral / active EE | $15,013 | $3,993+276.0% | $3,583+319.0% | $5,352+180.5% |
| Admin fee / account holder | $42,173 | $5,694+640.7% | $4,882+763.9% | $9,541+342.0% |