Filed October 28, 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 | $86,692 | $113,941-23.9% | $94,229-8.0% | $125,389-30.9% |
| Participation rate | 84.6% | 82.9%+1.7pp | 78.8%+5.8pp | 83.2%+1.4pp |
| Annual return | -6.09% | 5.29%-11.4pp | 10.68%-16.8pp | 282.24%-288.3pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,519 | $5,179+6.6% | $4,320+27.7% | $5,352+3.1% |
| Admin fee / account holder | $783 | $8,392-90.7% | $6,269-87.5% | $9,541-91.8% |