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 | $36,697 | $39,162-6.3% | $100,671-63.5% | $59,633-38.5% |
| Participation rate | 52.1% | 55.9%-3.8pp | 70.7%-18.6pp | 68.7%-16.6pp |
| Annual return | -0.78% | 21.07%-21.9pp | 20.43%-21.2pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,941 | $1,992-2.5% | $3,144-38.2% | $3,192-39.2% |
| Admin fee / account holder | $385 | $2,969-87.0% | $4,850-92.1% | $4,297-91.0% |