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 | $119,358 | $103,008+15.9% | $90,304+32.2% | $152,897-21.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.49% | 95.22%-77.7pp | 78.13%-60.6pp | 345.43%-327.9pp |
| Employer contribution / active EE | $11,541 | $3,139+267.6% | $2,855+304.3% | $4,764+142.3% |
| Participant deferral / active EE | $10,960 | $4,281+156.0% | $3,885+182.1% | $5,851+87.3% |
| Admin fee / account holder | $19,193 | $6,175+210.8% | $5,354+258.5% | $11,599+65.5% |