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 | $56,033 | $58,258-3.8% | $81,820-31.5% | $80,925-30.8% |
| Participation rate | 83.1% | 63.5%+19.6pp | 72.4%+10.7pp | 67.7%+15.4pp |
| Annual return | 23.45% | 41.76%-18.3pp | 777.93%-754.5pp | 35.65%-12.2pp |
| Employer contribution / active EE | $769 | $2,345-67.2% | $2,915-73.6% | $2,756-72.1% |
| Participant deferral / active EE | $2,654 | $3,284-19.2% | $4,323-38.6% | $4,299-38.3% |
| Admin fee / account holder | $3,206 | $4,976-35.6% | $7,391-56.6% | $6,940-53.8% |