Filed November 3, 2017
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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 | $61,746 | $67,411-8.4% | $91,004-32.1% | $70,131-12.0% |
| Participation rate | 67.6% | 71.4%-3.7pp | 75.6%-8.0pp | 69.5%-1.9pp |
| Annual return | 15.03% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,204 | $1,786-32.6% | $2,456-51.0% | $2,342-48.6% |
| Participant deferral / active EE | $1,591 | $2,823-43.6% | $3,548-55.1% | $3,332-52.2% |
| Admin fee / account holder | $1,296 | $4,236-69.4% | $5,417-76.1% | $4,645-72.1% |