Filed March 7, 2019
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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 | $201,786 | $83,485+141.7% | $125,195+61.2% | $72,976+176.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -24.87% | 25.77%-50.6pp | 43.79%-68.7pp | 81.02%-105.9pp |
| Employer contribution / active EE | $67,697 | $2,346+2786.0% | $3,866+1651.0% | $2,440+2674.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $41,062 | $5,518+644.2% | $9,704+323.1% | $5,124+701.4% |