Filed June 26, 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 | $98,242 | $102,382-4.0% | $147,005-33.2% | $80,874+21.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 36.83% | 134.89%-98.1pp | 418.76%-381.9pp | 35.62%+1.2pp |
| Employer contribution / active EE | $2,321 | $3,715-37.5% | $4,934-53.0% | $2,756-15.8% |
| Participant deferral / active EE | $8,443 | $6,646+27.0% | $8,070+4.6% | $4,297+96.5% |
| Admin fee / account holder | $2,301 | $7,942-71.0% | $13,006-82.3% | $6,935-66.8% |