Filed November 6, 2017 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,638 | $81,504+38.2% | $102,437+10.0% | $80,959+39.1% |
| Participation rate | 31.1% | 66.9%-35.8pp | 74.5%-43.4pp | 67.7%-36.6pp |
| Annual return | 9.56% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $733 | $3,104-76.4% | $3,871-81.1% | $2,757-73.4% |
| Participant deferral / active EE | $2,928 | $3,871-24.4% | $5,060-42.1% | $4,300-31.9% |
| Admin fee / account holder | $3,903 | $6,719-41.9% | $8,388-53.5% | $6,925-43.6% |