Filed December 8, 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 | $16,372 | $60,119-72.8% | $90,430-81.9% | $79,858-79.5% |
| Participation rate | 34.8% | 65.0%-30.1pp | 72.7%-37.8pp | 69.6%-34.8pp |
| Annual return | 19.47% | 71.94%-52.5pp | 1293.73%-1274.3pp | 31.72%-12.2pp |
| Employer contribution / active EE | $816 | $2,068-60.5% | $3,262-75.0% | $2,471-67.0% |
| Participant deferral / active EE | $1,333 | $2,938-54.6% | $3,963-66.3% | $3,740-64.3% |
| Admin fee / account holder | $484 | $3,976-87.8% | $5,613-91.4% | $5,306-90.9% |