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 | $54,690-55.9% | $76,030-68.3% | $74,478-67.6% |
| Participation rate | 31.0% | 60.3%-29.3pp | 69.1%-38.0pp | 67.2%-36.2pp |
| Annual return | 16.50% | 31.92%-15.4pp | 361.54%-345.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $139 | $1,781-92.2% | $2,688-94.8% | $2,626-94.7% |
| Participant deferral / active EE | $1,386 | $3,070-54.8% | $4,257-67.4% | $4,350-68.1% |
| Admin fee / account holder | $1,947 | $2,240-13.1% | $6,421-69.7% | $1,946+0.1% |