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 | $60,504-23.6% | $81,882-43.5% | $74,478-37.9% |
| Participation rate | 44.6% | 62.9%-18.3pp | 72.4%-27.8pp | 67.2%-22.6pp |
| Annual return | 19.26% | 16.91%+2.3pp | 779.47%-760.2pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $819 | $2,627-68.8% | $2,916-71.9% | $2,626-68.8% |
| Participant deferral / active EE | $1,475 | $3,400-56.6% | $4,323-65.9% | $4,350-66.1% |
| Admin fee / account holder | $1,793 | $1,492+20.2% | $7,360-75.6% | $1,946-7.8% |