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 | $56,179 | $65,423-14.1% | $98,477-43.0% | $85,856-34.6% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.3%+5.3pp | 69.3%+9.4pp |
| Annual return | 18.56% | 21.76%-3.2pp | 1493.59%-1475.0pp | 318.58%-300.0pp |
| Employer contribution / active EE | $574 | $2,168-73.5% | $2,961-80.6% | $2,565-77.6% |
| Participant deferral / active EE | $2,662 | $3,167-15.9% | $4,276-37.7% | $3,952-32.6% |
| Admin fee / account holder | $4,184 | $4,594-8.9% | $5,951-29.7% | $6,261-33.2% |