Filed July 31, 2020
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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 | $60,461 | $89,367-32.3% | $141,191-57.2% | $72,975-17.1% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.5%-19.8pp | 69.5%-6.8pp |
| Annual return | 788.79% | 111.87%+676.9pp | 71.41%+717.4pp | 81.01%+707.8pp |
| Employer contribution / active EE | $2,655 | $3,115-14.8% | $4,736-43.9% | $2,440+8.8% |
| Participant deferral / active EE | $7,206 | $5,419+33.0% | $6,710+7.4% | $3,608+99.7% |
| Admin fee / account holder | $6,132 | $5,957+2.9% | $10,264-40.3% | $5,124+19.7% |