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 | $88,369 | $27,943+216.2% | $58,507+51.0% | $75,177+17.5% |
| Participation rate | 68.0% | 38.8%+29.2pp | 50.9%+17.1pp | 67.2%+0.8pp |
| Annual return | 18.37% | 44.22%-25.9pp | 4252.32%-4234.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $3,023 | $670+351.4% | $1,053+187.0% | $2,671+13.2% |
| Participant deferral / active EE | $5,678 | $1,202+372.5% | $1,922+195.4% | $4,126+37.6% |
| Admin fee / account holder | $701 | $1,727-59.4% | $2,486-71.8% | $5,651-87.6% |