Filed January 22, 2020
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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 | $76,531 | $85,766-10.8% | $136,298-43.9% | $70,126+9.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -81.52% | 31.46%-113.0pp | 5156.27%-5237.8pp | 73.15%-154.7pp |
| Employer contribution / active EE | $30,364 | $2,966+923.7% | $4,696+546.6% | $2,343+1196.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,498 | $5,421+167.5% | $9,244+56.8% | $4,645+212.1% |