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 | $80,705+90.4% | $115,768+32.7% | $67,986+126.0% |
| Participation rate | 13.0% | 63.0%-50.0pp | 74.4%-61.4pp | 57.2%-44.2pp |
| Annual return | 14.41% | 18.49%-4.1pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $597 | $2,046-70.8% | $2,940-79.7% | $2,019-70.4% |
| Participant deferral / active EE | $1,033 | $3,559-71.0% | $4,917-79.0% | $3,358-69.2% |
| Admin fee / account holder | $4,803 | $4,135+16.2% | $12,439-61.4% | $3,203+50.0% |