Filed March 12, 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 | $54,144 | $99,011-45.3% | $86,582-37.5% | $147,586-63.3% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 17.06% | 1312.75%-1295.7pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,852 | $3,132-40.9% | $2,839-34.8% | $4,876-62.0% |
| Participant deferral / active EE | $8,145 | $3,972+105.1% | $3,609+125.7% | $5,439+49.8% |
| Admin fee / account holder | $13,821 | $5,709+142.1% | $4,904+181.8% | $10,886+27.0% |