Filed December 26, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,033 | $102,385-65.8% | $147,080-76.2% | $80,935-56.7% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 9.89% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,454 | $3,717-34.0% | $4,933-50.3% | $2,757-11.0% |
| Participant deferral / active EE | $6,138 | $6,651-7.7% | $8,066-23.9% | $4,299+42.8% |
| Admin fee / account holder | $650 | $7,951-91.8% | $12,989-95.0% | $6,924-90.6% |