Filed December 12, 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 | $175,356 | $90,607+93.5% | $79,467+120.7% | $135,380+29.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.39% | 977.74%-985.1pp | 718.30%-725.7pp | 519.81%-527.2pp |
| Employer contribution / active EE | $16,465 | $3,068+436.7% | $2,800+488.0% | $4,779+244.5% |
| Participant deferral / active EE | $566 | $4,050-86.0% | $3,704-84.7% | $5,609-89.9% |
| Admin fee / account holder | $13,789 | $5,895+133.9% | $5,104+170.1% | $10,828+27.3% |