Filed July 16, 2018
Total covered: 2 employees
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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 | $105,351 | $69,977+50.5% | $108,582-3.0% | $62,881+67.5% |
| Participation rate | 53.9% | 72.9%-18.9pp | 79.6%-25.6pp | 69.3%-15.4pp |
| Annual return | 7.43% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,882 | $2,135+35.0% | $3,758-23.3% | $2,281+26.3% |
| Participant deferral / active EE | $4,485 | $3,165+41.7% | $4,311+4.0% | $3,203+40.0% |
| Admin fee / account holder | $4,635 | $5,076-8.7% | $7,645-39.4% | $4,296+7.9% |