Filed October 30, 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 | $44,624 | $88,672-49.7% | $105,223-57.6% | $82,448-45.9% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 17.96% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $879 | $3,048-71.2% | $3,689-76.2% | $2,551-65.6% |
| Participant deferral / active EE | $3,109 | $4,036-23.0% | $5,072-38.7% | $4,139-24.9% |
| Admin fee / account holder | $1,154 | $7,146-83.9% | $8,859-87.0% | $7,234-84.1% |