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.
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 | $100,028 | $73,978+35.2% | $96,515+3.6% | $75,173+33.1% |
| Participation rate | 28.8% | 66.4%-37.6pp | 74.3%-45.6pp | 67.2%-38.4pp |
| Annual return | 17.06% | 26.72%-9.7pp | 35.73%-18.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $753 | $2,931-74.3% | $3,740-79.9% | $2,671-71.8% |
| Participant deferral / active EE | $3,044 | $3,660-16.8% | $4,880-37.6% | $4,126-26.2% |
| Admin fee / account holder | $3,196 | $5,219-38.8% | $6,735-52.5% | $5,651-43.4% |