Filed April 9, 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 | $120,085 | $160,040-25.0% | $147,096-18.4% | $145,877-17.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.24% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,459 | $5,289-53.5% | $4,936-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $11,613 | $8,429+37.8% | $8,071+43.9% | $6,691+73.6% |
| Admin fee / account holder | $15,677 | $15,050+4.2% | $13,005+20.5% | $13,402+17.0% |