Filed December 3, 2019
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Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,347 | $160,059-54.8% | $140,019-48.3% | $135,382-46.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -5.48% | 911.44%-916.9pp | 651.15%-656.6pp | 519.77%-525.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,366 | $7,641+35.7% | $6,927+49.7% | $5,609+84.8% |
| Admin fee / account holder | $5,832 | $13,328-56.2% | $10,705-45.5% | $10,829-46.1% |