Filed May 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,608 | $100,811-77.6% | $86,698-73.9% | $134,545-83.2% |
| Participation rate | 61.9% | 79.0%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -20.60% | 29.11%-49.7pp | 35.96%-56.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $937 | $3,490-73.1% | $2,837-67.0% | $4,742-80.2% |
| Participant deferral / active EE | $5,545 | $5,339+3.9% | $4,656+19.1% | $6,401-13.4% |
| Admin fee / account holder | $1,409 | $10,926-87.1% | $7,492-81.2% | $11,431-87.7% |