Filed January 20, 2023
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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 | $170,533 | $81,331+109.7% | $155,534+9.6% | $80,935+110.7% |
| Participation rate | 11.5% | 66.3%-54.7pp | 78.2%-66.7pp | 67.7%-56.1pp |
| Annual return | 485.63% | 33.37%+452.3pp | 64.92%+420.7pp | 35.66%+450.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,885 | $3,454-45.4% | $5,630-66.5% | $4,299-56.2% |
| Admin fee / account holder | $2,220 | $7,999-72.2% | $15,900-86.0% | $6,924-67.9% |