Filed October 4, 2018 (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 | $30,843 | $52,678-41.5% | $75,784-59.3% | $59,633-48.3% |
| Participation rate | 33.3% | 67.2%-33.9pp | 75.8%-42.5pp | 68.7%-35.3pp |
| Annual return | -0.80% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $661 | $2,193-69.9% | $3,323-80.1% | $2,203-70.0% |
| Participant deferral / active EE | $1,459 | $2,591-43.7% | $3,652-60.0% | $3,192-54.3% |
| Admin fee / account holder | $324 | $3,610-91.0% | $5,300-93.9% | $4,297-92.5% |