Filed January 10, 2018
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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 | $146,167 | $114,130+28.1% | $96,192+52.0% | $167,553-12.8% |
| Participation rate | 64.3% | 75.1%-10.8pp | 68.4%-4.2pp | 82.1%-17.8pp |
| Annual return | 20.97% | 190.07%-169.1pp | 192.09%-171.1pp | 478.89%-457.9pp |
| Employer contribution / active EE | $335 | $3,431-90.2% | $2,799-88.0% | $4,840-93.1% |
| Participant deferral / active EE | $2,301 | $5,198-55.7% | $4,351-47.1% | $6,343-63.7% |
| Admin fee / account holder | $435 | $6,901-93.7% | $5,539-92.1% | $12,316-96.5% |