Filed April 7, 2016 (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.
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 | $89,546 | $80,705+11.0% | $115,768-22.7% | $67,986+31.7% |
| Participation rate | 33.3% | 63.0%-29.6pp | 74.4%-41.1pp | 57.2%-23.9pp |
| Annual return | 13.63% | 18.49%-4.9pp | 100.46%-86.8pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,239 | $2,046-39.5% | $2,940-57.9% | $2,019-38.6% |
| Participant deferral / active EE | $2,966 | $3,559-16.7% | $4,917-39.7% | $3,358-11.7% |
| Admin fee / account holder | $12,428 | $4,135+200.5% | $12,439-0.1% | $3,203+288.0% |