Filed September 19, 2019
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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 | $49,333 | $87,834-43.8% | $133,975-63.2% | $62,881-21.5% |
| Participation rate | 53.2% | 83.4%-30.2pp | 87.1%-33.9pp | 69.3%-16.1pp |
| Annual return | 9.22% | 12.05%-2.8pp | 29.29%-20.1pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,527 | $3,482-56.2% | $5,211-70.7% | $2,281-33.1% |
| Participant deferral / active EE | $3,423 | $4,812-28.9% | $6,282-45.5% | $3,203+6.9% |
| Admin fee / account holder | $7,689 | $5,372+43.1% | $9,324-17.5% | $4,296+79.0% |