Filed October 28, 2019 (most recent of 2 filings on file)
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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 | $169,847 | $92,684+83.3% | $82,706+105.4% | $134,509+26.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.76% | 945.84%-964.6pp | 701.76%-720.5pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,001 | $4,800+25.0% | $4,394+36.6% | $6,400-6.2% |
| Admin fee / account holder | $12,319 | $5,982+105.9% | $5,329+131.2% | $11,427+7.8% |