Filed February 9, 2018
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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 | $32,167 | $115,810-72.2% | $101,271-68.2% | $158,966-79.8% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 15.00% | 56.15%-41.2pp | 46.48%-31.5pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,236 | $4,175-70.4% | $3,660-66.2% | $4,762-74.0% |
| Participant deferral / active EE | $3,427 | $4,958-30.9% | $4,371-21.6% | $5,983-42.7% |
| Admin fee / account holder | $3,467 | $7,248-52.2% | $5,948-41.7% | $11,250-69.2% |