Filed March 29, 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 | $51,472 | $59,448-13.4% | $93,696-45.1% | $74,459-30.9% |
| Participation rate | 42.7% | 59.6%-16.9pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 14.24% | 82.11%-67.9pp | 133.74%-119.5pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,094 | $1,266-13.6% | $2,422-54.8% | $2,626-58.4% |
| Participant deferral / active EE | $1,807 | $3,052-40.8% | $4,417-59.1% | $4,350-58.5% |
| Admin fee / account holder | $4,443 | $3,027+46.8% | $8,287-46.4% | $1,945+128.5% |