Filed April 5, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,231 | $51,642+22.4% | $129,384-51.1% | $80,935-21.9% |
| Participation rate | 65.4% | 56.9%+8.5pp | 69.6%-4.2pp | 67.7%-2.3pp |
| Annual return | 28.64% | 20.78%+7.9pp | 9461.77%-9433.1pp | 35.66%-7.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,373 | $2,670+26.4% | $4,166-19.0% | $4,299-21.5% |
| Admin fee / account holder | $640 | $4,312-85.2% | $7,686-91.7% | $6,924-90.8% |