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 | $100,282 | $83,908+19.5% | $68,509+46.4% | $125,388-20.0% |
| Participation rate | 55.0% | 78.2%-23.2pp | 74.7%-19.7pp | 83.2%-28.2pp |
| Annual return | -1.87% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,535 | $4,125-38.6% | $3,382-25.1% | $5,352-52.6% |
| Admin fee / account holder | $857 | $8,982-90.5% | $5,275-83.8% | $9,541-91.0% |