Filed January 10, 2017
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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 | $82,401 | $73,019+12.8% | $90,766-9.2% | $68,490+20.3% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -18.18% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $767 | $2,193-65.0% | $2,922-73.7% | $2,597-70.4% |
| Participant deferral / active EE | $1,644 | $3,626-54.7% | $4,565-64.0% | $4,028-59.2% |
| Admin fee / account holder | $1,345 | $5,897-77.2% | $8,446-84.1% | $5,403-75.1% |