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 | $44,977 | $63,346-29.0% | $92,240-51.2% | $70,126-35.9% |
| Participation rate | 35.2% | 68.7%-33.4pp | 76.5%-41.3pp | 69.5%-34.3pp |
| Annual return | 18.50% | 530.19%-511.7pp | 176.29%-157.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,039 | $2,471-58.0% | $3,680-71.8% | $2,343-55.7% |
| Participant deferral / active EE | $1,754 | $2,854-38.5% | $3,897-55.0% | $3,332-47.4% |
| Admin fee / account holder | $572 | $3,841-85.1% | $5,194-89.0% | $4,645-87.7% |