Filed August 22, 2019 (most recent of 2 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.)
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 | $60,862 | $62,672-2.9% | $185,117-67.1% | $70,124-13.2% |
| Participation rate | 58.1% | 63.8%-5.6pp | 77.3%-19.1pp | 69.5%-11.4pp |
| Annual return | 19.06% | 40.79%-21.7pp | 40.50%-21.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $999 | $1,753-43.0% | $4,182-76.1% | $2,342-57.4% |
| Participant deferral / active EE | $1,804 | $3,272-44.9% | $5,045-64.2% | $3,332-45.9% |
| Admin fee / account holder | $5,546 | $3,932+41.1% | $8,159-32.0% | $4,645+19.4% |