Filed August 27, 2018 (most recent of 3 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 | $31,741 | $72,273-56.1% | $101,275-68.7% | $79,856-60.3% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 19.39% | 22.30%-2.9pp | 46.48%-27.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,465 | $2,691-8.4% | $3,660-32.6% | $2,471-0.2% |
| Participant deferral / active EE | $3,684 | $3,282+12.3% | $4,371-15.7% | $3,741-1.5% |
| Admin fee / account holder | $1,598 | $4,401-63.7% | $5,948-73.1% | $5,306-69.9% |