Filed October 7, 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 | $79,328 | $178,174-55.5% | $156,181-49.2% | $137,256-42.2% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | 21.50% | 84.19%-62.7pp | 64.87%-43.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,475 | $4,972-50.2% | $4,294-42.4% | $4,156-40.4% |
| Participant deferral / active EE | $5,483 | $6,888-20.4% | $6,132-10.6% | $6,407-14.4% |
| Admin fee / account holder | $401 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |