Filed October 28, 2019 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,959 | $90,606+12.5% | $79,466+28.3% | $135,379-24.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.73% | 977.69%-982.4pp | 718.28%-723.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,365 | $4,050+57.2% | $3,704+71.9% | $5,609+13.5% |
| Admin fee / account holder | $4,344 | $5,895-26.3% | $5,104-14.9% | $10,828-59.9% |