Filed February 28, 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.)
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 | $44,055 | $60,139-26.7% | $90,461-51.3% | $79,856-44.8% |
| Participation rate | 80.3% | 65.0%+15.3pp | 72.7%+7.6pp | 69.6%+10.7pp |
| Annual return | 10.32% | 71.96%-61.6pp | 1294.76%-1284.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $530 | $2,069-74.4% | $3,264-83.8% | $2,471-78.5% |
| Participant deferral / active EE | $2,465 | $2,939-16.1% | $3,964-37.8% | $3,741-34.1% |
| Admin fee / account holder | $1,611 | $3,978-59.5% | $5,617-71.3% | $5,306-69.6% |