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 | $99,818 | $65,395+52.6% | $182,531-45.3% | $72,983+36.8% |
| Participation rate | 36.2% | 65.4%-29.3pp | 78.0%-41.8pp | 69.5%-33.3pp |
| Annual return | 18.79% | 27.68%-8.9pp | 148.57%-129.8pp | 81.01%-62.2pp |
| Employer contribution / active EE | $611 | $1,911-68.0% | $4,075-85.0% | $2,440-74.9% |
| Participant deferral / active EE | $1,464 | $3,563-58.9% | $5,525-73.5% | $3,608-59.4% |
| Admin fee / account holder | $510 | $4,245-88.0% | $8,593-94.1% | $5,124-90.1% |