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 | $54,848 | $180,749-69.7% | $160,784-65.9% | $137,256-60.0% |
| Participation rate | 30.4% | 80.0%-49.5pp | 77.0%-46.5pp | 80.0%-49.5pp |
| Annual return | 14.28% | 2234.46%-2220.2pp | 1803.92%-1789.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,094 | $6,844-54.8% | $6,293-50.8% | $6,407-51.7% |
| Admin fee / account holder | $2,316 | $10,397-77.7% | $9,717-76.2% | $12,270-81.1% |