Filed March 26, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,557 | $96,236-84.9% | $136,072-89.3% | $80,935-82.0% |
| Participation rate | 57.3% | 71.2%-13.9pp | 76.4%-19.1pp | 67.7%-10.4pp |
| Annual return | 49.73% | 28.74%+21.0pp | 580.46%-530.7pp | 35.66%+14.1pp |
| Employer contribution / active EE | $390 | $3,350-88.4% | $4,216-90.7% | $2,757-85.9% |
| Participant deferral / active EE | $2,008 | $5,709-64.8% | $7,028-71.4% | $4,299-53.3% |
| Admin fee / account holder | $1,581 | $8,250-80.8% | $6,718-76.5% | $6,924-77.2% |