Filed February 12, 2015
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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 | $179,677 | $56,197+219.7% | $67,652+165.6% | $59,633+201.3% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | 0.54% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,971 | $1,615+22.1% | $2,266-13.0% | $2,203-10.5% |
| Participant deferral / active EE | $4,525 | $2,844+59.1% | $3,560+27.1% | $3,192+41.8% |
| Admin fee / account holder | $5,536 | $3,958+39.9% | $4,821+14.8% | $4,297+28.8% |