Filed April 9, 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 | $50,138 | $49,177+2.0% | $79,466-36.9% | $64,173-21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -13.18% | -1.16%-12.0pp | 718.28%-731.5pp | 7.63%-20.8pp |
| Employer contribution / active EE | $3,398 | $2,076+63.7% | $2,800+21.3% | $2,381+42.7% |
| Participant deferral / active EE | $7,776 | $2,821+175.6% | $3,704+109.9% | $3,470+124.1% |
| Admin fee / account holder | $2,160 | $3,839-43.7% | $5,104-57.7% | $4,887-55.8% |