Filed April 9, 2019
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Participant 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,951 | $51,638+620.3% | $68,368+444.0% | $82,448+351.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 92.00% | 37.53%+54.5pp | 292.57%-200.6pp | 41.64%+50.4pp |
| Employer contribution / active EE | $5,972 | $2,047+191.8% | $2,649+125.4% | $2,551+134.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,323 | $4,643-28.4% | $5,150-35.5% | $7,234-54.1% |