Filed April 8, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,238 | $114,712-71.9% | $173,730-81.4% | $87,485-63.1% |
| Participation rate | 80.3% | 73.0%+7.3pp | 79.6%+0.8pp | 68.9%+11.4pp |
| Annual return | 20.01% | 20.18%-0.2pp | 19.96%+0.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,891 | $2,904-34.9% | $4,577-58.7% | $2,596-27.1% |
| Participant deferral / active EE | $4,542 | $4,642-2.1% | $6,326-28.2% | $4,274+6.3% |
| Admin fee / account holder | $3,176 | $10,210-68.9% | $17,523-81.9% | $7,775-59.2% |