Filed June 30, 2021
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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 | $8,717 | $73,848-88.2% | $143,799-93.9% | $68,486-87.3% |
| Participation rate | 80.3% | 66.7%+13.6pp | 80.3%-0.1pp | 67.9%+12.4pp |
| Annual return | -19.12% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,128 | $3,184-64.6% | $4,952-77.2% | $2,597-56.5% |
| Participant deferral / active EE | $2,250 | $3,385-33.5% | $5,638-60.1% | $4,028-44.1% |
| Admin fee / account holder | $409 | $5,755-92.9% | $14,677-97.2% | $5,404-92.4% |