Filed September 24, 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 | $92,574 | $48,078+92.6% | $78,676+17.7% | $62,881+47.2% |
| Participation rate | 74.5% | 65.2%+9.3pp | 73.6%+0.9pp | 69.3%+5.2pp |
| Annual return | 7.52% | 31.36%-23.8pp | 62.19%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,735 | $2,015-13.9% | $2,850-39.1% | $2,281-23.9% |
| Participant deferral / active EE | $5,497 | $2,587+112.5% | $3,517+56.3% | $3,203+71.6% |
| Admin fee / account holder | $1,207 | $3,206-62.4% | $4,510-73.2% | $4,296-71.9% |