Filed March 20, 2017
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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 | $29,483 | $30,385-3.0% | $56,054-47.4% | $74,400-60.4% |
| Participation rate | 65.8% | 32.9%+32.9pp | 52.5%+13.3pp | 67.2%-1.4pp |
| Annual return | 14.30% | 24.92%-10.6pp | 1705.95%-1691.6pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $1,956 | $609+221.2% | $1,039+88.2% | $2,624-25.5% |
| Participant deferral / active EE | $4,119 | $1,174+251.0% | $1,952+111.0% | $4,348-5.3% |
| Admin fee / account holder | $2,845 | $2,361+20.5% | $2,822+0.8% | $1,944+46.4% |