Filed April 8, 2019 (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 | $35,011 | $101,778-65.6% | $164,975-78.8% | $80,925-56.7% |
| Participation rate | 70.2% | 71.8%-1.6pp | 78.6%-8.4pp | 67.7%+2.6pp |
| Annual return | 26.74% | 16.73%+10.0pp | 70.12%-43.4pp | 35.65%-8.9pp |
| Employer contribution / active EE | $1,883 | $2,954-36.2% | $4,343-56.6% | $2,756-31.7% |
| Participant deferral / active EE | $5,085 | $4,477+13.6% | $6,033-15.7% | $4,299+18.3% |
| Admin fee / account holder | $3,675 | $8,221-55.3% | $12,688-71.0% | $6,940-47.1% |