Filed June 29, 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 | $169,339 | $101,795+66.4% | $165,100+2.6% | $80,959+109.2% |
| Participation rate | 69.8% | 71.8%-2.0pp | 78.6%-8.8pp | 67.7%+2.1pp |
| Annual return | 15.84% | 16.73%-0.9pp | 70.21%-54.4pp | 35.67%-19.8pp |
| Employer contribution / active EE | $20,015 | $2,954+577.6% | $4,348+360.3% | $2,757+625.9% |
| Participant deferral / active EE | $6,647 | $4,476+48.5% | $6,035+10.1% | $4,300+54.6% |
| Admin fee / account holder | $2,531 | $8,221-69.2% | $12,696-80.1% | $6,925-63.5% |