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 | $33,359 | $58,312-42.8% | $86,656-61.5% | $71,529-53.4% |
| Participation rate | 54.8% | 65.0%-10.2pp | 71.7%-16.9pp | 67.9%-13.2pp |
| Annual return | 16.72% | 24.08%-7.4pp | 593.09%-576.4pp | 28.97%-12.3pp |
| Employer contribution / active EE | $931 | $2,576-63.9% | $3,025-69.2% | $2,590-64.1% |
| Participant deferral / active EE | $1,667 | $3,439-51.5% | $4,439-62.4% | $4,291-61.1% |
| Admin fee / account holder | $2,517 | $1,057+138.1% | $5,619-55.2% | $1,588+58.5% |