Filed August 9, 2019
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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 | $182,773 | $160,070+14.2% | $147,117+24.2% | $145,897+25.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 11.51% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,195 | $5,285-39.5% | $4,932-35.2% | $4,663-31.5% |
| Participant deferral / active EE | $9,442 | $8,419+12.1% | $8,065+17.1% | $6,689+41.1% |
| Admin fee / account holder | $1,525 | $15,035-89.9% | $12,993-88.3% | $13,390-88.6% |