Filed September 13, 2017 (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.
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 | $76,730 | $87,546-12.4% | $75,784+1.2% | $125,389-38.8% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 1.58% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,690 | $3,930-31.6% | $3,323-19.1% | $4,866-44.7% |
| Participant deferral / active EE | $4,374 | $4,230+3.4% | $3,652+19.8% | $5,352-18.3% |
| Admin fee / account holder | $26,628 | $6,503+309.5% | $5,300+402.4% | $9,541+179.1% |