Filed February 28, 2018
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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 | $32,874 | $72,177-54.5% | $115,038-71.4% | $59,633-44.9% |
| Participation rate | 42.7% | 72.6%-29.9pp | 81.4%-38.7pp | 68.7%-26.0pp |
| Annual return | 5.66% | 12.02%-6.4pp | 26.14%-20.5pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $1,067 | $2,841-62.5% | $4,608-76.9% | $2,203-51.6% |
| Participant deferral / active EE | $2,092 | $4,783-56.3% | $6,026-65.3% | $3,192-34.4% |
| Admin fee / account holder | $1,808 | $4,927-63.3% | $8,175-77.9% | $4,297-57.9% |