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 | $78,690+0.7% | $161,489-51.0% | $87,485-9.5% |
| Participation rate | 69.8% | 67.5%+2.3pp | 78.7%-8.9pp | 68.9%+0.8pp |
| Annual return | 19.26% | 32.74%-13.5pp | 89.72%-70.5pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,365 | $2,588-8.6% | $4,268-44.6% | $2,596-8.9% |
| Participant deferral / active EE | $6,057 | $3,311+82.9% | $5,630+7.6% | $4,274+41.7% |
| Admin fee / account holder | $5,613 | $6,724-16.5% | $16,006-64.9% | $7,775-27.8% |