Filed January 11, 2017
Total covered: 2 employees
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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 | $47,888 | $106,280-54.9% | $96,538-50.4% | $139,487-65.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.44% | 38.48%-20.0pp | 35.74%-17.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,201 | $4,107-46.4% | $3,740-41.2% | $4,755-53.7% |
| Participant deferral / active EE | $3,690 | $5,457-32.4% | $4,880-24.4% | $6,713-45.0% |
| Admin fee / account holder | $4,378 | $7,888-44.5% | $6,737-35.0% | $11,407-61.6% |