Filed August 27, 2018 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,436 | $58,726-32.8% | $92,240-57.2% | $62,293-36.7% |
| Participation rate | 21.1% | 68.3%-47.2pp | 76.5%-55.4pp | 69.5%-48.4pp |
| Annual return | 17.72% | 43.62%-25.9pp | 176.29%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $482 | $2,392-79.8% | $3,680-86.9% | $2,042-76.4% |
| Participant deferral / active EE | $956 | $2,766-65.4% | $3,897-75.5% | $3,169-69.8% |
| Admin fee / account holder | $1,218 | $556+118.8% | $5,194-76.6% | $479+154.1% |