Filed August 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 | $69,227 | $56,054+23.5% | $171,082-59.5% | $62,881+10.1% |
| Participation rate | 83.3% | 62.9%+20.5pp | 76.7%+6.6pp | 69.3%+14.0pp |
| Annual return | 7.74% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,286 | $1,731+32.0% | $4,002-42.9% | $2,281+0.2% |
| Participant deferral / active EE | $4,264 | $3,158+35.0% | $4,797-11.1% | $3,203+33.1% |
| Admin fee / account holder | $6,660 | $3,647+82.6% | $8,520-21.8% | $4,296+55.0% |