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 | $33,947 | $63,114-46.2% | $92,909-63.5% | $65,185-47.9% |
| Participation rate | 52.1% | 68.8%-16.6pp | 76.0%-23.9pp | 70.2%-18.1pp |
| Annual return | 24.89% | 28.75%-3.9pp | 109.44%-84.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,321 | $2,571-48.6% | $3,653-63.8% | $2,177-39.3% |
| Participant deferral / active EE | $2,223 | $3,108-28.5% | $4,238-47.5% | $3,514-36.7% |
| Admin fee / account holder | $2,324 | $624+272.6% | $5,795-59.9% | $847+174.3% |