Filed June 28, 2018
Total covered: 16 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 | $40,553 | $65,704-38.3% | $94,229-57.0% | $59,633-32.0% |
| Participation rate | 50.5% | 72.1%-21.6pp | 78.8%-28.3pp | 68.7%-18.2pp |
| Annual return | 3.13% | 5.22%-2.1pp | 10.68%-7.6pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $1,227 | $2,021-39.3% | $3,587-65.8% | $2,203-44.3% |
| Participant deferral / active EE | $2,857 | $3,143-9.1% | $4,320-33.9% | $3,192-10.5% |
| Admin fee / account holder | $1,007 | $4,265-76.4% | $6,269-83.9% | $4,297-76.6% |