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 | $30,437-3.1% | $56,033-47.4% | $74,459-60.4% |
| Participation rate | 65.8% | 32.9%+32.9pp | 52.5%+13.3pp | 67.2%-1.5pp |
| Annual return | 14.30% | 24.96%-10.7pp | 1711.38%-1697.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,956 | $610+220.7% | $1,041+87.9% | $2,626-25.5% |
| Participant deferral / active EE | $4,119 | $1,176+250.4% | $1,954+110.8% | $4,350-5.3% |
| Admin fee / account holder | $2,845 | $2,363+20.4% | $2,827+0.6% | $1,945+46.3% |