Filed October 25, 2019 (most recent of 2 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 | $200,788 | $171,867+16.8% | $149,721+34.1% | $147,586+36.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,855 | $6,275-70.4% | $5,444-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $4,783 | $7,270-34.2% | $6,568-27.2% | $5,439-12.1% |
| Admin fee / account holder | $1,724 | $13,799-87.5% | $11,282-84.7% | $10,886-84.2% |