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 | $145,431-31.1% | $211,142-52.6% | $87,485+14.5% |
| Participation rate | 90.6% | 84.7%+5.9pp | 87.3%+3.3pp | 68.9%+21.7pp |
| Annual return | 16.17% | 27.21%-11.0pp | 46.84%-30.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,641 | $4,662-64.8% | $6,442-74.5% | $2,596-36.8% |
| Participant deferral / active EE | $7,152 | $6,859+4.3% | $9,284-23.0% | $4,274+67.4% |
| Admin fee / account holder | $3,819 | $17,052-77.6% | $19,076-80.0% | $7,775-50.9% |