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 | $49,303 | $85,766-42.5% | $136,298-63.8% | $70,126-29.7% |
| Participation rate | 38.0% | 74.2%-36.1pp | 81.9%-43.9pp | 69.5%-31.5pp |
| Annual return | 15.51% | 31.46%-15.9pp | 5156.27%-5140.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,869 | $2,966-37.0% | $4,696-60.2% | $2,343-20.2% |
| Participant deferral / active EE | $3,948 | $5,051-21.8% | $6,247-36.8% | $3,332+18.5% |
| Admin fee / account holder | $10,035 | $5,421+85.1% | $9,244+8.6% | $4,645+116.0% |