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 | $20,439 | $148,623-86.2% | $135,974-85.0% | $139,466-85.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.77% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.9pp |
| Employer contribution / active EE | $3,151 | $5,246-39.9% | $4,859-35.1% | $4,754-33.7% |
| Participant deferral / active EE | $6,507 | $8,103-19.7% | $7,760-16.1% | $6,712-3.0% |
| Admin fee / account holder | $3,901 | $12,406-68.6% | $10,767-63.8% | $11,409-65.8% |