Filed October 11, 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 | $197,028 | $72,396+172.2% | $67,511+191.8% | $145,959+35.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.15% | 7194.07%-7176.9pp | 3517.41%-3500.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $6,545 | $3,071+113.1% | $2,733+139.5% | $4,661+40.4% |
| Participant deferral / active EE | $12,386 | $4,781+159.0% | $4,000+209.6% | $6,689+85.2% |
| Admin fee / account holder | $2,259 | $5,538-59.2% | $3,999-43.5% | $13,398-83.1% |