Filed October 28, 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 | $112,348 | $144,130-22.1% | $117,861-4.7% | $147,586-23.9% |
| Participation rate | 65.2% | 83.4%-18.2pp | 79.7%-14.4pp | 82.8%-17.6pp |
| Annual return | 22.37% | 531.20%-508.8pp | 335.11%-312.7pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,427 | $4,897-50.4% | $3,786-35.9% | $4,876-50.2% |
| Participant deferral / active EE | $6,705 | $5,316+26.1% | $4,482+49.6% | $5,439+23.3% |
| Admin fee / account holder | $408 | $10,887-96.3% | $8,021-94.9% | $10,886-96.3% |