Filed November 17, 2017
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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 | $66,716 | $93,345-28.5% | $119,126-44.0% | $87,485-23.7% |
| Participation rate | 44.1% | 68.7%-24.7pp | 75.8%-31.7pp | 68.9%-24.9pp |
| Annual return | 15.40% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,815 | $4,099-55.7% | $5,318-65.9% | $4,274-57.5% |
| Admin fee / account holder | $4,122 | $8,039-48.7% | $10,693-61.5% | $7,775-47.0% |