Filed May 23, 2018 (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 | $30,520 | $81,262-62.4% | $155,602-80.4% | $80,911-62.3% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 14.38% | 33.34%-19.0pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $578 | $3,102-81.4% | $4,675-87.6% | $2,756-79.0% |
| Participant deferral / active EE | $2,205 | $3,451-36.1% | $5,629-60.8% | $4,297-48.7% |
| Admin fee / account holder | $1,093 | $7,992-86.3% | $15,923-93.1% | $6,935-84.2% |