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 | $112,734 | $29,736+279.1% | $56,033+101.2% | $80,935+39.3% |
| Participation rate | 53.8% | 41.7%+12.1pp | 52.5%+1.4pp | 67.7%-13.8pp |
| Annual return | 12.89% | 35.28%-22.4pp | 1711.38%-1698.5pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,221 | $671+379.7% | $1,041+209.4% | $2,757+16.8% |
| Participant deferral / active EE | $6,121 | $1,228+398.3% | $1,954+213.3% | $4,299+42.4% |
| Admin fee / account holder | $7,937 | $2,434+226.1% | $2,827+180.7% | $6,924+14.6% |