Filed January 2, 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 | $216,793 | $184,000+17.8% | $162,185+33.7% | $152,909+41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.48% | 150.80%-125.3pp | 115.61%-90.1pp | 345.46%-320.0pp |
| Employer contribution / active EE | $22,706 | $6,370+256.4% | $5,613+304.5% | $4,764+376.6% |
| Participant deferral / active EE | $16,427 | $8,033+104.5% | $7,297+125.1% | $5,851+180.7% |
| Admin fee / account holder | $5,223 | $13,124-60.2% | $10,844-51.8% | $11,601-55.0% |