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 | $76,407+3.7% | $150,298-47.3% | $82,448-3.9% |
| Participation rate | 69.8% | 66.4%+3.4pp | 77.8%-8.0pp | 68.1%+1.7pp |
| Annual return | 19.26% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,365 | $2,614-9.5% | $4,154-43.1% | $2,551-7.3% |
| Participant deferral / active EE | $6,057 | $3,214+88.4% | $5,453+11.1% | $4,139+46.3% |
| Admin fee / account holder | $5,613 | $6,352-11.6% | $14,116-60.2% | $7,234-22.4% |