Filed February 5, 2018 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,885 | $111,814-17.8% | $103,378-11.1% | $145,978-37.1% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 12.34% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,339 | $5,618-76.2% | $5,058-73.5% | $6,690-80.0% |
| Admin fee / account holder | $18,279 | $9,764+87.2% | $8,401+117.6% | $13,400+36.4% |