Filed February 3, 2020
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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 | $11,083 | $30,421-63.6% | $56,077-80.2% | $74,429-85.1% |
| Participation rate | 22.0% | 32.9%-10.9pp | 52.5%-30.5pp | 67.2%-45.2pp |
| Annual return | 17.87% | 24.94%-7.1pp | 1709.28%-1691.4pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,497 | $1,175+27.4% | $1,954-23.4% | $4,348-65.6% |
| Admin fee / account holder | $2,571 | $2,363+8.8% | $2,825-9.0% | $1,944+32.2% |