Filed November 19, 2019
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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 | $23,748 | $91,536-74.1% | $130,062-81.7% | $75,177-68.4% |
| Participation rate | 74.3% | 71.5%+2.8pp | 78.5%-4.2pp | 67.2%+7.1pp |
| Annual return | 24.92% | -631.62%+656.5pp | -137.37%+162.3pp | 160.75%-135.8pp |
| Employer contribution / active EE | $2,354 | $2,845-17.3% | $4,322-45.5% | $2,671-11.9% |
| Participant deferral / active EE | $3,703 | $4,343-14.7% | $5,821-36.4% | $4,126-10.3% |
| Admin fee / account holder | $2,970 | $6,780-56.2% | $10,601-72.0% | $5,651-47.4% |