Filed September 29, 2016
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,234 | $106,247+280.5% | $96,515+318.8% | $139,466+189.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.14% | 38.47%-19.3pp | 35.73%-16.6pp | 373.66%-354.5pp |
| Employer contribution / active EE | $3,268 | $4,106-20.4% | $3,740-12.6% | $4,754-31.3% |
| Participant deferral / active EE | $10,467 | $5,456+91.9% | $4,880+114.5% | $6,712+55.9% |
| Admin fee / account holder | $7,332 | $7,885-7.0% | $6,735+8.9% | $11,409-35.7% |