Filed August 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.)
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 | $42,139 | $95,979-56.1% | $74,551-43.5% | $135,380-68.9% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -12.27% | 56.97%-69.2pp | 32.53%-44.8pp | 519.81%-532.1pp |
| Employer contribution / active EE | $323 | $2,716-88.1% | $1,961-83.6% | $4,779-93.3% |
| Participant deferral / active EE | $2,635 | $3,844-31.4% | $3,108-15.2% | $5,609-53.0% |
| Admin fee / account holder | $555 | $6,522-91.5% | $5,059-89.0% | $10,828-94.9% |