Filed April 21, 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 | $160,036 | $132,099+21.1% | $115,599+38.4% | $138,895+15.2% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.3%-18.0pp | 79.9%-23.7pp |
| Annual return | 11.72% | 176.76%-165.0pp | 111.10%-99.4pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,815 | $5,617-32.1% | $4,889-22.0% | $6,396-40.4% |
| Admin fee / account holder | $15,314 | $15,650-2.1% | $12,841+19.3% | $12,562+21.9% |