Filed May 2, 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 | $84,138 | $27,639+204.4% | $61,501+36.8% | $68,490+22.8% |
| Participation rate | 64.3% | 39.5%+24.8pp | 52.6%+11.7pp | 67.9%-3.6pp |
| Annual return | -14.24% | -13.19%-1.0pp | 339.04%-353.3pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,959 | $696+325.1% | $1,160+155.1% | $2,597+13.9% |
| Participant deferral / active EE | $6,048 | $1,264+378.6% | $2,125+184.7% | $4,028+50.2% |
| Admin fee / account holder | $4,252 | $2,012+111.3% | $2,132+99.5% | $5,403-21.3% |