Filed October 14, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,846 | $65,555-31.6% | $86,216-48.0% | $75,173-40.3% |
| Participation rate | 76.2% | 60.5%+15.7pp | 69.0%+7.2pp | 67.2%+9.0pp |
| Annual return | 19.60% | 46.07%-26.5pp | 1169.42%-1149.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $59 | $1,553-96.2% | $2,382-97.5% | $2,671-97.8% |
| Participant deferral / active EE | $5,357 | $3,023+77.2% | $3,986+34.4% | $4,126+29.8% |
| Admin fee / account holder | $2,086 | $5,469-61.9% | $6,853-69.6% | $5,651-63.1% |