Filed February 4, 2020
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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 | $47,613 | $211,224-77.5% | $178,505-73.3% | $145,897-67.4% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 9.39% | 30.28%-20.9pp | 27.16%-17.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,224 | $6,966-53.7% | $6,280-48.7% | $6,689-51.8% |
| Admin fee / account holder | $26,940 | $12,109+122.5% | $10,428+158.3% | $13,390+101.2% |