Filed August 19, 2016
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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 | $26,244 | $28,624-8.3% | $53,647-51.1% | $82,637-68.2% |
| Participation rate | 29.3% | 47.3%-18.0pp | 56.3%-27.0pp | 68.1%-38.8pp |
| Annual return | 17.00% | 664.98%-648.0pp | 358.33%-341.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $357 | $637-43.9% | $962-62.9% | $2,552-86.0% |
| Participant deferral / active EE | $1,127 | $1,196-5.8% | $1,813-37.9% | $4,126-72.7% |
| Admin fee / account holder | $669 | $2,022-66.9% | $2,460-72.8% | $7,339-90.9% |