Filed May 10, 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 | $60,724 | $53,128+14.3% | $86,582-29.9% | $70,126-13.4% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 15.82% | 27.66%-11.8pp | 965.08%-949.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $4,626 | $2,068+123.7% | $2,839+62.9% | $2,343+97.5% |
| Participant deferral / active EE | $3,194 | $2,695+18.5% | $3,609-11.5% | $3,332-4.1% |
| Admin fee / account holder | $3,729 | $3,584+4.1% | $4,904-24.0% | $4,645-19.7% |