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 | $36,345 | $48,011-24.3% | $63,803-43.0% | $82,637-56.0% |
| Participation rate | 36.4% | 66.6%-30.2pp | 72.7%-36.3pp | 68.1%-31.7pp |
| Annual return | 20.00% | 19.84%+0.2pp | 543.72%-523.7pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,104 | $1,904-42.0% | $2,532-56.4% | $2,552-56.8% |
| Participant deferral / active EE | $1,215 | $2,846-57.3% | $3,843-68.4% | $4,126-70.5% |
| Admin fee / account holder | $2,157 | $3,873-44.3% | $5,196-58.5% | $7,339-70.6% |