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 | $15,989 | $69,012-76.8% | $160,009-90.0% | $68,486-76.7% |
| Participation rate | 61.8% | 65.4%-3.6pp | 78.0%-16.1pp | 67.9%-6.1pp |
| Annual return | -19.16% | -9.65%-9.5pp | 408.85%-428.0pp | -7.85%-11.3pp |
| Employer contribution / active EE | $970 | $2,212-56.2% | $4,225-77.0% | $2,597-62.7% |
| Participant deferral / active EE | $2,061 | $4,212-51.1% | $6,183-66.7% | $4,028-48.8% |
| Admin fee / account holder | $593 | $4,798-87.7% | $8,715-93.2% | $5,404-89.0% |