Filed July 19, 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 | $9,145 | $53,546-82.9% | $69,884-86.9% | $68,486-86.6% |
| Participation rate | 77.7% | 64.5%+13.1pp | 70.5%+7.2pp | 67.9%+9.8pp |
| Annual return | -6.21% | -13.87%+7.7pp | 190.81%-197.0pp | -7.85%+1.6pp |
| Employer contribution / active EE | $995 | $2,019-50.7% | $2,560-61.1% | $2,597-61.7% |
| Participant deferral / active EE | $1,914 | $2,957-35.3% | $3,848-50.3% | $4,028-52.5% |
| Admin fee / account holder | $563 | $4,693-88.0% | $6,266-91.0% | $5,404-89.6% |