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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,200 | $167,533+53.5% | $151,645+69.6% | $134,545+91.2% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -18.48% | 7.81%-26.3pp | 3.34%-21.8pp | 418.37%-436.9pp |
| Employer contribution / active EE | $25,974 | $6,828+280.4% | $6,165+321.3% | $4,742+447.8% |
| Participant deferral / active EE | $17,677 | $8,985+96.7% | $8,363+111.4% | $6,401+176.1% |
| Admin fee / account holder | $4,718 | $13,781-65.8% | $11,614-59.4% | $11,431-58.7% |