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.)
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 | $117,444 | $83,369+40.9% | $105,223+11.6% | $67,986+72.7% |
| Participation rate | 23.4% | 56.3%-32.9pp | 75.0%-51.6pp | 57.2%-33.8pp |
| Annual return | 15.96% | 24.64%-8.7pp | 180.65%-164.7pp | 31.67%-15.7pp |
| Employer contribution / active EE | $604 | $2,541-76.2% | $3,689-83.6% | $2,019-70.1% |
| Participant deferral / active EE | $1,842 | $3,295-44.1% | $5,072-63.7% | $3,358-45.2% |
| Admin fee / account holder | $1,524 | $4,073-62.6% | $8,859-82.8% | $3,203-52.4% |