Filed November 14, 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 | $33,647 | $51,708-34.9% | $106,619-68.4% | $62,881-46.5% |
| Participation rate | 83.1% | 66.9%+16.2pp | 78.0%+5.1pp | 69.3%+13.8pp |
| Annual return | 4.00% | 4.69%-0.7pp | 9.42%-5.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,345 | $1,764-23.7% | $3,947-65.9% | $2,281-41.0% |
| Participant deferral / active EE | $1,647 | $2,315-28.9% | $3,930-58.1% | $3,203-48.6% |
| Admin fee / account holder | $741 | $3,349-77.9% | $6,418-88.4% | $4,296-82.7% |