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 | $72,426+172.0% | $67,560+191.6% | $145,897+35.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.15% | 7226.78%-7209.6pp | 3533.50%-3516.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $6,545 | $3,074+112.9% | $2,737+139.1% | $4,663+40.4% |
| Participant deferral / active EE | $12,386 | $4,785+158.8% | $4,004+209.3% | $6,689+85.2% |
| Admin fee / account holder | $2,259 | $5,514-59.0% | $3,994-43.4% | $13,390-83.1% |