Filed July 3, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,528 | $150,447+252.6% | $136,298+289.2% | $147,586+259.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.44% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $16,103 | $5,256+206.3% | $4,696+242.9% | $4,876+230.2% |
| Participant deferral / active EE | $16,616 | $6,631+150.6% | $6,247+166.0% | $5,439+205.5% |
| Admin fee / account holder | $13,340 | $10,906+22.3% | $9,244+44.3% | $10,886+22.5% |