Filed October 8, 2020 (most recent of 2 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 | $28,030 | $160,070-82.5% | $147,117-80.9% | $145,897-80.8% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 17.87% | 98.69%-80.8pp | 420.54%-402.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $2,282 | $5,285-56.8% | $4,932-53.7% | $4,663-51.1% |
| Participant deferral / active EE | $5,786 | $8,419-31.3% | $8,065-28.3% | $6,689-13.5% |
| Admin fee / account holder | $1,432 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |