Filed February 4, 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 | $50,857 | $63,703-20.2% | $93,063-45.4% | $82,448-38.3% |
| Participation rate | 63.9% | 63.8%+0.1pp | 72.1%-8.2pp | 68.1%-4.2pp |
| Annual return | 15.67% | -775.43%+791.1pp | 34.15%-18.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,566 | $2,919+90.7% | $3,958+40.6% | $4,139+34.5% |
| Admin fee / account holder | $10,318 | $5,982+72.5% | $6,033+71.0% | $7,234+42.6% |