Filed February 26, 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 | $100,182 | $146,267-31.5% | $197,124-49.2% | $82,448+21.5% |
| Participation rate | 90.6% | 84.0%+6.6pp | 86.7%+3.9pp | 68.1%+22.6pp |
| Annual return | 16.17% | 29.61%-13.4pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,641 | $4,723-65.3% | $6,227-73.7% | $2,551-35.7% |
| Participant deferral / active EE | $7,152 | $7,035+1.7% | $9,135-21.7% | $4,139+72.8% |
| Admin fee / account holder | $3,819 | $14,422-73.5% | $16,298-76.6% | $7,234-47.2% |