Filed July 6, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,943 | $123,793-76.6% | $177,848-83.7% | $79,856-63.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.80% | 22.82%-10.0pp | 48.33%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,866 | $4,095-54.4% | $5,919-68.5% | $2,471-24.5% |
| Participant deferral / active EE | $5,391 | $5,956-9.5% | $7,714-30.1% | $3,741+44.1% |
| Admin fee / account holder | $5,895 | $7,243-18.6% | $12,431-52.6% | $5,306+11.1% |