Filed May 15, 2019
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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 | $24,187 | $63,346-61.8% | $92,240-73.8% | $70,126-65.5% |
| Participation rate | 68.8% | 68.7%+0.1pp | 76.5%-7.7pp | 69.5%-0.8pp |
| Annual return | 22.31% | 530.19%-507.9pp | 176.29%-154.0pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,749 | $2,471-29.2% | $3,680-52.5% | $2,343-25.3% |
| Participant deferral / active EE | $3,620 | $2,854+26.8% | $3,897-7.1% | $3,332+8.6% |
| Admin fee / account holder | $514 | $3,841-86.6% | $5,194-90.1% | $4,645-88.9% |