Filed April 30, 2019 (most recent of 4 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 | $40,674 | $82,032-50.4% | $123,106-67.0% | $59,633-31.8% |
| Participation rate | 82.4% | 83.2%-0.8pp | 86.8%-4.3pp | 68.7%+13.8pp |
| Annual return | -1.53% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,688 | $3,297-48.8% | $5,151-67.2% | $2,203-23.4% |
| Participant deferral / active EE | $2,891 | $4,667-38.0% | $6,229-53.6% | $3,192-9.4% |
| Admin fee / account holder | $1,181 | $5,881-79.9% | $9,015-86.9% | $4,297-72.5% |