Filed January 7, 2016
Total covered: 2 employees
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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 | $50,227 | $48,570+3.4% | $130,660-61.6% | $72,975-31.2% |
| Participation rate | 60.4% | 58.6%+1.8pp | 71.7%-11.4pp | 69.5%-9.1pp |
| Annual return | 17.99% | 38.63%-20.6pp | 1709.29%-1691.3pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,714 | $1,334+28.5% | $4,092-58.1% | $2,440-29.8% |
| Participant deferral / active EE | $2,989 | $2,384+25.4% | $3,603-17.0% | $3,608-17.2% |
| Admin fee / account holder | $8,154 | $3,549+129.8% | $5,463+49.3% | $5,124+59.1% |