Filed June 4, 2018
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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 | $23,335 | $88,672-73.7% | $105,223-77.8% | $82,448-71.7% |
| Participation rate | 32.5% | 67.9%-35.4pp | 75.0%-42.5pp | 68.1%-35.6pp |
| Annual return | 23.40% | 30.86%-7.5pp | 180.65%-157.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,060 | $3,048-65.2% | $3,689-71.3% | $2,551-58.4% |
| Participant deferral / active EE | $1,840 | $4,036-54.4% | $5,072-63.7% | $4,139-55.6% |
| Admin fee / account holder | $3,186 | $7,146-55.4% | $8,859-64.0% | $7,234-56.0% |