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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,276 | $41,377-2.7% | $109,313-63.2% | $62,881-35.9% |
| Participation rate | 52.4% | 57.5%-5.2pp | 71.3%-18.9pp | 69.3%-16.9pp |
| Annual return | 4.35% | 11.05%-6.7pp | 22.07%-17.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,593 | $2,045+26.8% | $3,166-18.1% | $3,203-19.0% |
| Admin fee / account holder | $6,632 | $2,884+130.0% | $5,666+17.0% | $4,296+54.4% |