Filed August 1, 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 | $72,310 | $87,106-17.0% | $105,607-31.5% | $80,935-10.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.48% | 17.01%-4.5pp | 116.11%-103.6pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,098 | $2,396-12.4% | $3,167-33.8% | $2,757-23.9% |
| Participant deferral / active EE | $3,676 | $3,986-7.8% | $5,011-26.7% | $4,299-14.5% |
| Admin fee / account holder | $10,924 | $8,447+29.3% | $10,958-0.3% | $6,924+57.8% |