Filed July 31, 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 | $147,472 | $88,815+66.0% | $81,882+80.1% | $145,897+1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.93% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $6,553 | $3,086+112.3% | $2,916+124.7% | $4,663+40.5% |
| Participant deferral / active EE | $11,301 | $4,647+143.2% | $4,323+161.4% | $6,689+68.9% |
| Admin fee / account holder | $12,314 | $8,434+46.0% | $7,360+67.3% | $13,390-8.0% |