Filed September 27, 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 | $165,035 | $85,766+92.4% | $136,298+21.1% | $70,126+135.3% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 46.80% | 31.46%+15.3pp | 5156.27%-5109.5pp | 73.15%-26.3pp |
| Employer contribution / active EE | $2,452 | $2,966-17.3% | $4,696-47.8% | $2,343+4.7% |
| Participant deferral / active EE | $6,371 | $5,051+26.1% | $6,247+2.0% | $3,332+91.2% |
| Admin fee / account holder | $2,674 | $5,421-50.7% | $9,244-71.1% | $4,645-42.4% |