Filed April 19, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,593 | $72,177-52.1% | $115,037-69.9% | $59,633-42.0% |
| Participation rate | 47.2% | 72.6%-25.3pp | 81.4%-34.1pp | 68.7%-21.4pp |
| Annual return | -5.35% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.40%-2046.8pp |
| Employer contribution / active EE | $1,179 | $2,841-58.5% | $4,608-74.4% | $2,203-46.5% |
| Participant deferral / active EE | $2,247 | $4,783-53.0% | $6,026-62.7% | $3,192-29.6% |
| Admin fee / account holder | $1,370 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |