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 | $19,892 | $77,908-74.5% | $149,696-86.7% | $75,173-73.5% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 22.32% | 31.73%-9.4pp | 134.46%-112.1pp | 160.72%-138.4pp |
| Employer contribution / active EE | $807 | $3,138-74.3% | $4,821-83.3% | $2,671-69.8% |
| Participant deferral / active EE | $935 | $3,411-72.6% | $5,682-83.5% | $4,126-77.3% |
| Admin fee / account holder | $1,270 | $5,950-78.7% | $13,212-90.4% | $5,651-77.5% |