Filed February 28, 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 | $71,037 | $64,920+9.4% | $103,693-31.5% | $86,983-18.3% |
| Participation rate | 83.6% | 63.6%+20.0pp | 72.6%+11.0pp | 69.5%+14.1pp |
| Annual return | 12.30% | 30.29%-18.0pp | 47.61%-35.3pp | 25.83%-13.5pp |
| Employer contribution / active EE | $820 | $2,141-61.7% | $2,920-71.9% | $2,584-68.3% |
| Participant deferral / active EE | $3,326 | $3,241+2.6% | $4,579-27.4% | $4,194-20.7% |
| Admin fee / account holder | $2,424 | $6,191-60.8% | $7,858-69.1% | $7,856-69.1% |