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 | $72,403+172.1% | $67,524+191.8% | $145,978+35.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.15% | 7197.23%-7180.1pp | 3519.41%-3502.3pp | 550.52%-533.4pp |
| Employer contribution / active EE | $6,545 | $3,072+113.1% | $2,734+139.4% | $4,662+40.4% |
| Participant deferral / active EE | $12,386 | $4,782+159.0% | $4,001+209.5% | $6,690+85.2% |
| Admin fee / account holder | $2,259 | $5,541-59.2% | $4,001-43.5% | $13,400-83.1% |