Filed October 29, 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 | $60,070 | $65,306-8.0% | $143,412-58.1% | $65,306-8.0% |
| Participation rate | 57.7% | 57.7%0pp | 78.5%-20.8pp | 57.7%0pp |
| Annual return | 14.67% | 21.94%-7.3pp | 256.99%-242.3pp | 21.94%-7.3pp |
| Employer contribution / active EE | $511 | $1,967-74.0% | $3,748-86.4% | $1,967-74.0% |
| Participant deferral / active EE | $5,149 | $2,959+74.0% | $6,816-24.4% | $2,959+74.0% |
| Admin fee / account holder | $5,818 | $3,480+67.2% | $11,396-48.9% | $3,480+67.2% |