Filed February 18, 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 | $52,208 | $36,595+42.7% | $88,179-40.8% | $71,012-26.5% |
| Participation rate | 5.3% | 29.2%-23.9pp | 69.1%-63.9pp | 58.6%-53.3pp |
| Annual return | 14.81% | 61.46%-46.7pp | 64.97%-50.2pp | 37.67%-22.9pp |
| Employer contribution / active EE | $55 | $787-93.0% | $2,549-97.8% | $2,348-97.7% |
| Participant deferral / active EE | $217 | $1,195-81.8% | $4,614-95.3% | $3,246-93.3% |
| Admin fee / account holder | $1,139 | $2,755-58.6% | $7,673-85.2% | $1,167-2.4% |