Filed January 13, 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 | $131,116 | $171,867-23.7% | $149,721-12.4% | $147,586-11.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 21.05% | 2113.36%-2092.3pp | 1501.67%-1480.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $4,315 | $6,275-31.2% | $5,444-20.7% | $4,876-11.5% |
| Participant deferral / active EE | $6,585 | $7,270-9.4% | $6,568+0.3% | $5,439+21.1% |
| Admin fee / account holder | $1,584 | $13,799-88.5% | $11,282-86.0% | $10,886-85.4% |