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 | $51,606+22.5% | $129,339-51.1% | $80,911-21.9% |
| Participation rate | 65.4% | 57.0%+8.4pp | 69.6%-4.2pp | 67.6%-2.3pp |
| Annual return | 28.64% | 20.76%+7.9pp | 9437.05%-9408.4pp | 35.63%-7.0pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,373 | $2,669+26.4% | $4,170-19.1% | $4,297-21.5% |
| Admin fee / account holder | $640 | $4,310-85.1% | $7,668-91.7% | $6,935-90.8% |