Filed December 21, 2017
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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 | $42,544 | $100,060-57.5% | $149,721-71.6% | $70,126-39.3% |
| Participation rate | 56.8% | 83.6%-26.7pp | 87.1%-30.2pp | 69.5%-12.7pp |
| Annual return | 19.59% | 27.46%-7.9pp | 1501.67%-1482.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,832 | $4,982-3.0% | $6,568-26.4% | $3,332+45.0% |
| Admin fee / account holder | $329 | $8,285-96.0% | $11,282-97.1% | $4,645-92.9% |