Filed August 5, 2019 (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 | $87,499 | $83,485+4.8% | $125,192-30.1% | $72,975+19.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 29.30% | 25.77%+3.5pp | 43.79%-14.5pp | 81.01%-51.7pp |
| Employer contribution / active EE | $3,449 | $2,346+47.0% | $3,866-10.8% | $2,440+41.3% |
| Participant deferral / active EE | $8,653 | $3,586+141.3% | $4,937+75.2% | $3,608+139.8% |
| Admin fee / account holder | $842 | $5,518-84.7% | $9,704-91.3% | $5,124-83.6% |