Filed August 28, 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 | $37,893 | $75,832-50.0% | $147,617-74.3% | $59,633-36.5% |
| Participation rate | 35.2% | 71.6%-36.4pp | 84.6%-49.4pp | 68.7%-33.5pp |
| Annual return | -0.18% | 0.37%-0.5pp | 61.98%-62.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $886 | $3,485-74.6% | $5,564-84.1% | $2,203-59.8% |
| Participant deferral / active EE | $1,196 | $3,131-61.8% | $4,895-75.6% | $3,192-62.5% |
| Admin fee / account holder | $4,703 | $5,986-21.4% | $11,612-59.5% | $4,297+9.4% |