Filed October 21, 2019
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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 | $33,650 | $73,978-54.5% | $96,515-65.1% | $75,173-55.2% |
| Participation rate | 53.2% | 66.4%-13.2pp | 74.3%-21.2pp | 67.2%-14.0pp |
| Annual return | 19.21% | 26.72%-7.5pp | 35.73%-16.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,336 | $2,931-20.3% | $3,740-37.5% | $2,671-12.5% |
| Participant deferral / active EE | $3,195 | $3,660-12.7% | $4,880-34.5% | $4,126-22.6% |
| Admin fee / account holder | $1,729 | $5,219-66.9% | $6,735-74.3% | $5,651-69.4% |