Filed May 9, 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 | $44,410 | $101,795-56.4% | $165,100-73.1% | $80,959-45.1% |
| Participation rate | 86.1% | 71.8%+14.3pp | 78.6%+7.5pp | 67.7%+18.4pp |
| Annual return | 16.67% | 16.73%-0.1pp | 70.21%-53.5pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,958 | $2,954+34.0% | $4,348-9.0% | $2,757+43.6% |
| Participant deferral / active EE | $5,000 | $4,476+11.7% | $6,035-17.2% | $4,300+16.3% |
| Admin fee / account holder | $5,565 | $8,221-32.3% | $12,696-56.2% | $6,925-19.6% |