Filed August 10, 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 | $46,674 | $58,258-19.9% | $81,820-43.0% | $80,925-42.3% |
| Participation rate | 99.0% | 63.5%+35.5pp | 72.4%+26.6pp | 67.7%+31.3pp |
| Annual return | 12.46% | 41.76%-29.3pp | 777.93%-765.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,777 | $2,345+103.7% | $2,915+63.9% | $2,756+73.3% |
| Participant deferral / active EE | $7,129 | $3,284+117.1% | $4,323+64.9% | $4,299+65.9% |
| Admin fee / account holder | $4,414 | $4,976-11.3% | $7,391-40.3% | $6,940-36.4% |