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 | $132,634+20.7% | $115,768+38.2% | $137,256+16.6% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.4%-18.1pp | 80.0%-23.7pp |
| Annual return | 11.72% | 160.70%-149.0pp | 100.46%-88.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,815 | $5,619-32.1% | $4,917-22.4% | $6,407-40.5% |
| Admin fee / account holder | $15,314 | $15,028+1.9% | $12,439+23.1% | $12,270+24.8% |