Filed December 18, 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 | $27,302 | $95,415-71.4% | $185,851-85.3% | $85,851-68.2% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 268.54% | 23.59%+245.0pp | 122.11%+146.4pp | 318.63%-50.1pp |
| Employer contribution / active EE | $1,525 | $3,314-54.0% | $5,168-70.5% | $2,565-40.6% |
| Participant deferral / active EE | $2,547 | $3,424-25.6% | $5,569-54.3% | $3,952-35.6% |
| Admin fee / account holder | $403 | $7,215-94.4% | $16,245-97.5% | $6,261-93.6% |