Filed January 15, 2016 (most recent of 4 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 | $57,648 | $82,028-29.7% | $123,105-53.2% | $59,633-3.3% |
| Participation rate | 65.6% | 83.2%-17.6pp | 86.8%-21.2pp | 68.7%-3.0pp |
| Annual return | -0.47% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $6,041 | $3,297+83.2% | $5,151+17.3% | $2,203+174.3% |
| Participant deferral / active EE | $9,289 | $4,667+99.0% | $6,229+49.1% | $3,192+191.0% |
| Admin fee / account holder | $5,982 | $5,879+1.8% | $9,014-33.6% | $4,297+39.2% |