Filed June 25, 2018 (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.
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 | $81,362 | $99,011-17.8% | $86,582-6.0% | $147,586-44.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 11.08% | 1312.75%-1301.7pp | 965.08%-954.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,757 | $3,132-12.0% | $2,839-2.9% | $4,876-43.5% |
| Participant deferral / active EE | $5,043 | $3,972+26.9% | $3,609+39.7% | $5,439-7.3% |
| Admin fee / account holder | $967 | $5,709-83.1% | $4,904-80.3% | $10,886-91.1% |