Filed June 30, 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 | $118,871 | $56,134+111.8% | $96,171+23.6% | $85,847+38.5% |
| Participation rate | 42.9% | 56.7%-13.9pp | 68.4%-25.6pp | 69.3%-26.5pp |
| Annual return | 34.12% | 42.30%-8.2pp | 192.04%-157.9pp | 318.61%-284.5pp |
| Employer contribution / active EE | $985 | $1,620-39.2% | $2,799-64.8% | $2,565-61.6% |
| Participant deferral / active EE | $2,074 | $2,858-27.4% | $4,350-52.3% | $3,952-47.5% |
| Admin fee / account holder | $5,890 | $3,769+56.3% | $5,538+6.4% | $6,261-5.9% |