Filed October 30, 2017 (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 | $80,915 | $169,361-52.2% | $129,397-37.5% | $145,877-44.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 12.63% | 14395.54%-14382.9pp | 9453.98%-9441.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $4,096 | $5,542-26.1% | $4,154-1.4% | $4,663-12.2% |
| Participant deferral / active EE | $6,061 | $4,987+21.5% | $4,167+45.4% | $6,691-9.4% |
| Admin fee / account holder | $8,622 | $9,903-12.9% | $7,679+12.3% | $13,402-35.7% |