Filed June 1, 2022
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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 | $41,976 | $72,177-41.8% | $115,037-63.5% | $59,633-29.6% |
| Participation rate | 65.1% | 72.6%-7.5pp | 81.4%-16.3pp | 68.7%-3.6pp |
| Annual return | -1.24% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $2,541 | $2,841-10.6% | $4,608-44.9% | $2,203+15.4% |
| Participant deferral / active EE | $4,096 | $4,783-14.4% | $6,026-32.0% | $3,192+28.3% |
| Admin fee / account holder | $9,006 | $4,927+82.8% | $8,175+10.2% | $4,297+109.6% |