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 | $137,098 | $125,184+9.5% | $105,607+29.8% | $145,884-6.0% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.4pp |
| Annual return | 9.65% | 225.00%-215.4pp | 116.11%-106.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,719 | $5,714-34.9% | $5,011-25.8% | $6,690-44.4% |
| Admin fee / account holder | $3,365 | $17,133-80.4% | $10,958-69.3% | $13,392-74.9% |