Filed March 5, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,526 | $178,174+43.4% | $156,181+63.6% | $137,256+86.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 17.55% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,768 | $4,972+36.1% | $4,294+57.6% | $4,156+62.8% |
| Participant deferral / active EE | $15,691 | $6,888+127.8% | $6,132+155.9% | $6,407+144.9% |
| Admin fee / account holder | $14,190 | $17,404-18.5% | $14,586-2.7% | $12,270+15.6% |