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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,968 | $98,766-79.8% | $149,730-86.7% | $79,852-75.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 19.70% | 27.43%-7.7pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,829 | $3,217-43.1% | $4,645-60.6% | $2,471-26.0% |
| Participant deferral / active EE | $4,325 | $5,681-23.9% | $6,843-36.8% | $3,740+15.6% |
| Admin fee / account holder | $493 | $6,052-91.9% | $9,310-94.7% | $5,306-90.7% |