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 | $102,429-4.1% | $147,096-33.2% | $80,925+21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 36.83% | 135.02%-98.2pp | 419.75%-382.9pp | 35.65%+1.2pp |
| Employer contribution / active EE | $2,321 | $3,716-37.5% | $4,936-53.0% | $2,756-15.8% |
| Participant deferral / active EE | $8,443 | $6,649+27.0% | $8,071+4.6% | $4,299+96.4% |
| Admin fee / account holder | $2,301 | $7,957-71.1% | $13,005-82.3% | $6,940-66.8% |