Filed February 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,251 | $61,052+13.4% | $142,874-51.5% | $79,393-12.8% |
| Participation rate | 38.6% | 60.1%-21.5pp | 72.0%-33.3pp | 70.7%-32.1pp |
| Annual return | 10.61% | 16.02%-5.4pp | 5638.58%-5628.0pp | 116.87%-106.3pp |
| Employer contribution / active EE | $1,041 | $1,481-29.7% | $4,145-74.9% | $2,428-57.1% |
| Participant deferral / active EE | $1,857 | $2,879-35.5% | $3,838-51.6% | $4,046-54.1% |
| Admin fee / account holder | $3,487 | $659+428.9% | $6,561-46.8% | $627+456.6% |