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 | $102,385-4.0% | $147,080-33.2% | $80,935+21.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 36.83% | 135.09%-98.3pp | 420.17%-383.3pp | 35.66%+1.2pp |
| Employer contribution / active EE | $2,321 | $3,717-37.5% | $4,933-52.9% | $2,757-15.8% |
| Participant deferral / active EE | $8,443 | $6,651+26.9% | $8,066+4.7% | $4,299+96.4% |
| Admin fee / account holder | $2,301 | $7,951-71.1% | $12,989-82.3% | $6,924-66.8% |