Filed December 20, 2017 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,489 | $60,139+45.5% | $90,461-3.3% | $79,856+9.6% |
| Participation rate | 69.4% | 65.0%+4.5pp | 72.7%-3.2pp | 69.6%-0.2pp |
| Annual return | 10.15% | 71.96%-61.8pp | 1294.76%-1284.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,971 | $2,939+1.1% | $3,964-25.1% | $3,741-20.6% |
| Admin fee / account holder | $8,870 | $3,978+123.0% | $5,617+57.9% | $5,306+67.2% |