Filed November 22, 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 | $17,516 | $51,184-65.8% | $66,439-73.6% | $86,983-79.9% |
| Participation rate | 44.9% | 68.5%-23.6pp | 74.5%-29.6pp | 69.5%-24.6pp |
| Annual return | 13.36% | 17.07%-3.7pp | 757.66%-744.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $422 | $2,023-79.2% | $2,637-84.0% | $2,584-83.7% |
| Participant deferral / active EE | $3,550 | $2,927+21.3% | $3,876-8.4% | $4,194-15.4% |
| Admin fee / account holder | $2,419 | $4,154-41.8% | $6,173-60.8% | $7,856-69.2% |