Filed November 13, 2017
Total covered: 10 employees
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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,096 | $46,877-25.1% | $122,354-71.3% | $70,126-50.0% |
| Participation rate | 63.5% | 58.2%+5.3pp | 71.6%-8.1pp | 69.5%-6.0pp |
| Annual return | 25.37% | 24.22%+1.1pp | 30.28%-4.9pp | 73.15%-47.8pp |
| Employer contribution / active EE | $2,896 | $1,288+124.8% | $4,051-28.5% | $2,343+23.6% |
| Participant deferral / active EE | $3,683 | $2,167+70.0% | $3,287+12.1% | $3,332+10.6% |
| Admin fee / account holder | $1,510 | $3,324-54.6% | $5,479-72.4% | $4,645-67.5% |