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 | $14,069 | $49,177-71.4% | $79,476-82.3% | $64,181-78.1% |
| Participation rate | 74.7% | 65.0%+9.7pp | 73.3%+1.3pp | 69.6%+5.1pp |
| Annual return | -5.72% | -1.16%-4.6pp | 718.21%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,342 | $2,076+12.8% | $2,800-16.4% | $2,381-1.6% |
| Participant deferral / active EE | $1,311 | $2,821-53.5% | $3,704-64.6% | $3,470-62.2% |
| Admin fee / account holder | $1,243 | $3,839-67.6% | $5,113-75.7% | $4,887-74.6% |