Filed June 8, 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 | $36,209 | $72,269-49.9% | $101,271-64.2% | $79,852-54.7% |
| Participation rate | 65.2% | 68.5%-3.2pp | 75.8%-10.6pp | 69.6%-4.4pp |
| Annual return | 20.07% | 22.29%-2.2pp | 46.48%-26.4pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,339 | $2,692-50.3% | $3,660-63.4% | $2,471-45.8% |
| Participant deferral / active EE | $1,939 | $3,282-40.9% | $4,371-55.6% | $3,740-48.2% |
| Admin fee / account holder | $1,210 | $4,401-72.5% | $5,948-79.6% | $5,306-77.2% |