Filed April 6, 2017 (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 | $52,637 | $198,457-73.5% | $170,435-69.1% | $147,586-64.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 9.68% | 257.30%-247.6pp | 205.94%-196.3pp | 578.59%-568.9pp |
| Employer contribution / active EE | $7,336 | $6,183+18.6% | $5,432+35.0% | $4,876+50.4% |
| Participant deferral / active EE | $5,166 | $5,629-8.2% | $4,939+4.6% | $5,439-5.0% |
| Admin fee / account holder | $552 | $16,852-96.7% | $13,881-96.0% | $10,886-94.9% |