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 | $156,222 | $69,248+125.6% | $64,101+143.7% | $139,466+12.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 45.95%-28.9pp | 33.72%-16.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $7,849 | $3,185+146.5% | $2,749+185.6% | $4,754+65.1% |
| Participant deferral / active EE | $11,927 | $4,682+154.7% | $3,881+207.3% | $6,712+77.7% |
| Admin fee / account holder | $373 | $4,247-91.2% | $3,070-87.9% | $11,409-96.7% |