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 | $13,984 | $48,078-70.9% | $78,676-82.2% | $62,881-77.8% |
| Participation rate | 86.8% | 65.2%+21.6pp | 73.6%+13.2pp | 69.3%+17.5pp |
| Annual return | 5.73% | 31.36%-25.6pp | 62.19%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,754 | $2,015+36.7% | $2,850-3.4% | $2,281+20.7% |
| Participant deferral / active EE | $1,240 | $2,587-52.1% | $3,517-64.7% | $3,203-61.3% |
| Admin fee / account holder | $2,130 | $3,206-33.6% | $4,510-52.8% | $4,296-50.4% |