Filed December 27, 2016
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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 | $48,287 | $84,236-42.7% | $170,435-71.7% | $70,126-31.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 22.75% | 23.06%-0.3pp | 205.94%-183.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $988 | $3,387-70.8% | $5,432-81.8% | $2,343-57.8% |
| Participant deferral / active EE | $1,289 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $1,228 | $5,698-78.5% | $13,881-91.2% | $4,645-73.6% |