Filed February 1, 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 | $37,652 | $83,843-55.1% | $123,973-69.6% | $65,306-42.3% |
| Participation rate | 37.8% | 56.0%-18.2pp | 76.7%-38.9pp | 57.7%-19.9pp |
| Annual return | 16.80% | 19.87%-3.1pp | 388.13%-371.3pp | 21.94%-5.1pp |
| Employer contribution / active EE | $731 | $2,873-74.6% | $4,126-82.3% | $1,967-62.8% |
| Participant deferral / active EE | $1,590 | $2,997-47.0% | $5,247-69.7% | $2,959-46.3% |
| Admin fee / account holder | $1,994 | $4,735-57.9% | $11,799-83.1% | $3,480-42.7% |