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.)
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 | $29,394 | $48,327-39.2% | $67,575-56.5% | $80,935-63.7% |
| Participation rate | 51.4% | 66.4%-15.1pp | 72.9%-21.6pp | 67.7%-16.3pp |
| Annual return | 10.68% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,243 | $2,022-38.5% | $2,736-54.6% | $2,757-54.9% |
| Participant deferral / active EE | $1,739 | $2,927-40.6% | $4,003-56.6% | $4,299-59.6% |
| Admin fee / account holder | $2,166 | $3,692-41.3% | $3,993-45.7% | $6,924-68.7% |