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.
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 | $27,098 | $55,449-51.1% | $83,831-67.7% | $56,289-51.9% |
| Participation rate | 34.0% | 68.0%-34.0pp | 76.1%-42.2pp | 69.9%-35.9pp |
| Annual return | -8.65% | -1.38%-7.3pp | 850.99%-859.6pp | -9.96%+1.3pp |
| Employer contribution / active EE | $748 | $2,430-69.2% | $3,631-79.4% | $2,111-64.6% |
| Participant deferral / active EE | $1,412 | $2,935-51.9% | $4,082-65.4% | $3,350-57.8% |
| Admin fee / account holder | $2,811 | $656+328.6% | $5,479-48.7% | $521+439.6% |