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 | $25,465 | $107,363-76.3% | $92,909-72.6% | $152,897-83.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.89% | 145.63%-123.7pp | 109.44%-87.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $999 | $4,222-76.3% | $3,653-72.7% | $4,764-79.0% |
| Participant deferral / active EE | $2,096 | $4,848-56.8% | $4,238-50.5% | $5,851-64.2% |
| Admin fee / account holder | $2,466 | $7,082-65.2% | $5,795-57.4% | $11,599-78.7% |