Filed April 4, 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 | $17,480 | $75,832-76.9% | $147,617-88.2% | $59,633-70.7% |
| Participation rate | 89.6% | 71.6%+18.0pp | 84.6%+5.0pp | 68.7%+20.9pp |
| Annual return | 30.12% | 0.37%+29.8pp | 61.98%-31.9pp | 2041.45%-2011.3pp |
| Employer contribution / active EE | $1,047 | $3,485-69.9% | $5,564-81.2% | $2,203-52.4% |
| Participant deferral / active EE | $2,976 | $3,131-4.9% | $4,895-39.2% | $3,192-6.8% |
| Admin fee / account holder | $745 | $5,986-87.6% | $11,612-93.6% | $4,297-82.7% |