Filed June 27, 2019 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,648 | $76,383+101.2% | $121,663+26.3% | $64,340+138.8% |
| Participation rate | 13.0% | 60.4%-47.4pp | 74.5%-61.5pp | 55.2%-42.3pp |
| Annual return | 14.41% | 16.98%-2.6pp | 147.54%-133.1pp | 24.14%-9.7pp |
| Employer contribution / active EE | $597 | $1,943-69.2% | $3,020-80.2% | $1,862-67.9% |
| Participant deferral / active EE | $1,033 | $3,149-67.2% | $4,887-78.9% | $2,980-65.3% |
| Admin fee / account holder | $4,803 | $4,142+16.0% | $14,289-66.4% | $3,703+29.7% |