Filed February 22, 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 | $28,850 | $201,344-85.7% | $184,243-84.3% | $145,877-80.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,382 | $7,022-51.8% | $6,427-47.4% | $4,663-27.5% |
| Participant deferral / active EE | $4,812 | $9,807-50.9% | $9,132-47.3% | $6,691-28.1% |
| Admin fee / account holder | $2,908 | $16,382-82.2% | $13,914-79.1% | $13,402-78.3% |