Filed June 17, 2019
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $487,723 | $157,296+210.1% | $141,191+245.4% | $152,897+219.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.06% | 64.34%-51.3pp | 71.41%-58.3pp | 345.43%-332.4pp |
| Employer contribution / active EE | $12,047 | $5,262+128.9% | $4,736+154.4% | $4,764+152.9% |
| Participant deferral / active EE | $10,936 | $7,111+53.8% | $6,710+63.0% | $5,851+86.9% |
| Admin fee / account holder | $50,885 | $12,125+319.7% | $10,264+395.8% | $11,599+338.7% |