Filed April 16, 2018
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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 | $46,253 | $60,261-23.2% | $81,783-43.4% | $74,546-38.0% |
| Participation rate | 44.6% | 62.9%-18.3pp | 72.4%-27.7pp | 67.2%-22.6pp |
| Annual return | 19.26% | 16.88%+2.4pp | 775.05%-755.8pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $819 | $2,622-68.7% | $2,913-71.9% | $2,624-68.8% |
| Participant deferral / active EE | $1,475 | $3,388-56.5% | $4,320-65.9% | $4,347-66.1% |
| Admin fee / account holder | $1,793 | $1,482+21.0% | $7,380-75.7% | $1,944-7.7% |