Filed October 30, 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 | $53,886 | $55,470-2.9% | $155,556-65.4% | $74,478-27.6% |
| Participation rate | 35.9% | 61.9%-26.0pp | 78.2%-42.3pp | 67.2%-31.3pp |
| Annual return | 11.52% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $930 | $2,267-59.0% | $4,675-80.1% | $2,626-64.6% |
| Participant deferral / active EE | $1,482 | $2,838-47.8% | $5,631-73.7% | $4,350-65.9% |
| Admin fee / account holder | $3,154 | $1,744+80.8% | $15,885-80.1% | $1,946+62.1% |