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 | $52,423 | $57,305-8.5% | $86,640-39.5% | $75,173-30.3% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 13.23% | 2674.24%-2661.0pp | 592.52%-579.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $593 | $2,316-74.4% | $3,024-80.4% | $2,671-77.8% |
| Participant deferral / active EE | $2,310 | $3,320-30.4% | $4,438-48.0% | $4,126-44.0% |
| Admin fee / account holder | $2,362 | $4,116-42.6% | $5,616-57.9% | $5,651-58.2% |