Filed April 27, 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.)
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 | $27,952 | $45,087-38.0% | $69,483-59.8% | $72,976-61.7% |
| Participation rate | 17.9% | 68.5%-50.6pp | 74.6%-56.7pp | 69.5%-51.6pp |
| Annual return | 18.81% | 22.67%-3.9pp | 28.99%-10.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $1,133 | $2,055-44.9% | $2,780-59.2% | $2,440-53.6% |
| Participant deferral / active EE | $1,583 | $2,603-39.2% | $3,537-55.2% | $3,608-56.1% |
| Admin fee / account holder | $1,321 | $3,057-56.8% | $3,841-65.6% | $5,124-74.2% |