Filed October 13, 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 | $124,072 | $84,236+47.3% | $170,435-27.2% | $70,126+76.9% |
| Participation rate | 29.3% | 70.8%-41.6pp | 83.6%-54.3pp | 69.5%-40.3pp |
| Annual return | 25.15% | 23.06%+2.1pp | 205.94%-180.8pp | 73.15%-48.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,973 | $3,086+28.7% | $4,939-19.6% | $3,332+19.2% |
| Admin fee / account holder | $457 | $5,698-92.0% | $13,881-96.7% | $4,645-90.2% |