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 | $108,473 | $96,419+12.5% | $80,648+34.5% | $139,487-22.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 24.68% | 1352.86%-1328.2pp | 937.21%-912.5pp | 373.84%-349.2pp |
| Employer contribution / active EE | $545 | $3,261-83.3% | $2,724-80.0% | $4,755-88.5% |
| Participant deferral / active EE | $4,696 | $5,225-10.1% | $4,443+5.7% | $6,713-30.0% |
| Admin fee / account holder | $392 | $6,605-94.1% | $5,382-92.7% | $11,407-96.6% |