Filed February 28, 2019 (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 | $103,279 | $74,535+38.6% | $100,712+2.5% | $82,637+25.0% |
| Participation rate | 69.8% | 61.2%+8.6pp | 69.3%+0.5pp | 68.1%+1.7pp |
| Annual return | 19.65% | 18.92%+0.7pp | 33.27%-13.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,838 | $3,074+24.8% | $4,085-6.1% | $4,126-7.0% |
| Admin fee / account holder | $4,226 | $6,576-35.7% | $9,256-54.3% | $7,339-42.4% |