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 | $93,345-52.2% | $119,126-62.5% | $87,485-49.0% |
| Participation rate | 88.5% | 68.7%+19.7pp | 75.8%+12.7pp | 68.9%+19.5pp |
| Annual return | 17.96% | 19.08%-1.1pp | 282.11%-264.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $879 | $3,172-72.3% | $4,034-78.2% | $2,596-66.2% |
| Participant deferral / active EE | $3,109 | $4,099-24.1% | $5,318-41.5% | $4,274-27.2% |
| Admin fee / account holder | $1,154 | $8,039-85.6% | $10,693-89.2% | $7,775-85.2% |