Filed January 21, 2019 (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 | $50,272 | $93,598-46.3% | $135,974-63.0% | $75,173-33.1% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 21.66% | 30.89%-9.2pp | 68.30%-46.6pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,649 | $3,538-25.1% | $4,859-45.5% | $2,671-0.8% |
| Participant deferral / active EE | $5,843 | $6,405-8.8% | $7,760-24.7% | $4,126+41.6% |
| Admin fee / account holder | $1,056 | $6,978-84.9% | $10,767-90.2% | $5,651-81.3% |