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 | $76,743 | $81,276-5.6% | $155,574-50.7% | $80,925-5.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 17.43% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,262 | $3,103-27.1% | $4,676-51.6% | $2,756-17.9% |
| Participant deferral / active EE | $6,848 | $3,453+98.3% | $5,629+21.6% | $4,299+59.3% |
| Admin fee / account holder | $1,601 | $7,993-80.0% | $15,914-89.9% | $6,940-76.9% |