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 | $47,068 | $67,411-30.2% | $91,004-48.3% | $70,131-32.9% |
| Participation rate | 89.3% | 71.4%+17.9pp | 75.6%+13.7pp | 69.5%+19.7pp |
| Annual return | 15.61% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,572 | $1,786-12.0% | $2,456-36.0% | $2,342-32.9% |
| Participant deferral / active EE | $3,393 | $2,823+20.2% | $3,548-4.4% | $3,332+1.8% |
| Admin fee / account holder | $2,800 | $4,236-33.9% | $5,417-48.3% | $4,645-39.7% |