Filed March 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 | $33,204 | $49,249-32.6% | $70,476-52.9% | $79,852-58.4% |
| Participation rate | 45.7% | 69.2%-23.4pp | 75.1%-29.3pp | 69.6%-23.9pp |
| Annual return | 10.87% | 30.09%-19.2pp | 109.12%-98.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $660 | $2,100-68.6% | $2,738-75.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,900 | $2,769-31.4% | $3,710-48.8% | $3,740-49.2% |
| Admin fee / account holder | $333 | $2,878-88.4% | $3,847-91.3% | $5,306-93.7% |