Filed May 28, 2019 (most recent of 2 filings on file)
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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 | $79,206 | $86,050-8.0% | $189,758-58.3% | $94,015-15.8% |
| Participation rate | 69.8% | 68.9%+0.9pp | 79.8%-10.0pp | 70.8%-1.1pp |
| Annual return | 19.26% | 17.77%+1.5pp | 52.62%-33.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $2,365 | $2,819-16.1% | $4,767-50.4% | $2,790-15.2% |
| Participant deferral / active EE | $6,057 | $3,349+80.9% | $5,856+3.4% | $4,249+42.5% |
| Admin fee / account holder | $5,613 | $6,627-15.3% | $20,388-72.5% | $8,951-37.3% |