Filed November 28, 2018
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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 | $96,713 | $63,346+52.7% | $92,240+4.8% | $70,126+37.9% |
| Participation rate | 35.5% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 18.45% | 530.19%-511.7pp | 176.29%-157.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $947 | $2,471-61.7% | $3,680-74.3% | $2,343-59.6% |
| Participant deferral / active EE | $2,535 | $2,854-11.2% | $3,897-35.0% | $3,332-23.9% |
| Admin fee / account holder | $313 | $3,841-91.9% | $5,194-94.0% | $4,645-93.3% |