Filed May 8, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,888 | $96,965-84.6% | $97,995-84.8% | $147,586-89.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 267.91% | 24.11%+243.8pp | 23.94%+244.0pp | 578.59%-310.7pp |
| Employer contribution / active EE | $8,348 | $4,536+84.0% | $4,158+100.8% | $4,876+71.2% |
| Participant deferral / active EE | $7,072 | $5,081+39.2% | $5,097+38.8% | $5,439+30.0% |
| Admin fee / account holder | $1,364 | $8,120-83.2% | $5,943-77.1% | $10,886-87.5% |