Filed June 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 | $47,408 | $100,060-52.6% | $149,721-68.3% | $70,126-32.4% |
| Participation rate | 67.4% | 83.6%-16.1pp | 87.1%-19.6pp | 69.5%-2.1pp |
| Annual return | 20.92% | 27.46%-6.5pp | 1501.67%-1480.8pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,196 | $3,661-40.0% | $5,444-59.7% | $2,343-6.3% |
| Participant deferral / active EE | $4,557 | $4,982-8.5% | $6,568-30.6% | $3,332+36.8% |
| Admin fee / account holder | $1,972 | $8,285-76.2% | $11,282-82.5% | $4,645-57.6% |