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 | $61,125+508.5% | $94,057+295.5% | $87,485+325.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 92.00% | 35.20%+56.8pp | 480.62%-388.6pp | 26.06%+65.9pp |
| Employer contribution / active EE | $5,972 | $2,136+179.5% | $2,933+103.6% | $2,596+130.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,323 | $5,629-41.0% | $7,244-54.1% | $7,775-57.3% |