Filed April 18, 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 | $124,931 | $104,937+19.1% | $84,628+47.6% | $152,897-18.3% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.5%-18.8pp |
| Annual return | 28.08% | 373.88%-345.8pp | 258.80%-230.7pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,535 | $3,303-23.3% | $2,653-4.5% | $4,764-46.8% |
| Participant deferral / active EE | $5,887 | $4,690+25.5% | $3,900+50.9% | $5,851+0.6% |
| Admin fee / account holder | $1,858 | $6,243-70.2% | $4,914-62.2% | $11,599-84.0% |