Filed June 3, 2021
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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 | $30,163 | $78,027-61.3% | $178,528-83.1% | $80,925-62.7% |
| Participation rate | 63.8% | 65.7%-1.8pp | 77.1%-13.3pp | 67.7%-3.8pp |
| Annual return | 12.27% | 18.09%-5.8pp | 27.11%-14.8pp | 35.65%-23.4pp |
| Employer contribution / active EE | $878 | $2,281-61.5% | $3,950-77.8% | $2,756-68.1% |
| Participant deferral / active EE | $1,884 | $4,408-57.3% | $6,278-70.0% | $4,299-56.2% |
| Admin fee / account holder | $1,306 | $7,168-81.8% | $10,419-87.5% | $6,940-81.2% |