Filed April 28, 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 | $106,096 | $78,428+35.3% | $95,960+10.6% | $79,852+32.9% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.63%-74.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $859 | $1,945-55.8% | $2,541-66.2% | $2,471-65.2% |
| Participant deferral / active EE | $5,495 | $3,440+59.8% | $4,167+31.9% | $3,740+46.9% |
| Admin fee / account holder | $8,546 | $5,622+52.0% | $6,797+25.7% | $5,306+61.1% |