Filed December 21, 2017 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,101 | $54,558-55.8% | $76,002-68.3% | $74,546-67.7% |
| Participation rate | 31.0% | 60.3%-29.3pp | 69.1%-38.0pp | 67.2%-36.2pp |
| Annual return | 16.50% | 31.83%-15.3pp | 360.07%-343.6pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $139 | $1,778-92.2% | $2,688-94.8% | $2,624-94.7% |
| Participant deferral / active EE | $1,386 | $3,065-54.8% | $4,257-67.4% | $4,347-68.1% |
| Admin fee / account holder | $1,947 | $2,232-12.8% | $6,414-69.6% | $1,944+0.2% |