Filed April 9, 2019
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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 | $85,198 | $60,128+41.7% | $90,440-5.8% | $79,852+6.7% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 18.19% | 71.95%-53.8pp | 1294.38%-1276.2pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,101 | $2,939+209.7% | $3,964+129.6% | $3,740+143.3% |
| Admin fee / account holder | $3,017 | $3,977-24.1% | $5,615-46.3% | $5,306-43.1% |