Filed May 4, 2018
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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 | $87,121 | $56,484+54.2% | $169,452-48.6% | $64,173+35.8% |
| Participation rate | 37.5% | 64.5%-27.0pp | 77.8%-40.3pp | 69.6%-32.1pp |
| Annual return | 25.17% | -1.55%+26.7pp | 1.83%+23.3pp | 7.63%+17.5pp |
| Employer contribution / active EE | $567 | $1,832-69.1% | $4,157-86.4% | $2,381-76.2% |
| Participant deferral / active EE | $1,229 | $3,448-64.4% | $5,277-76.7% | $3,470-64.6% |
| Admin fee / account holder | $2,262 | $4,174-45.8% | $9,110-75.2% | $4,887-53.7% |