Filed November 29, 2018 (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 | $145,297 | $103,008+41.1% | $90,304+60.9% | $152,897-5.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.51% | 95.22%-67.7pp | 78.13%-50.6pp | 345.43%-317.9pp |
| Employer contribution / active EE | $7,835 | $3,139+149.6% | $2,855+174.4% | $4,764+64.5% |
| Participant deferral / active EE | $10,975 | $4,281+156.3% | $3,885+182.5% | $5,851+87.6% |
| Admin fee / account holder | $2,285 | $6,175-63.0% | $5,354-57.3% | $11,599-80.3% |