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 | $150,784 | $118,695+27.0% | $98,916+52.4% | $158,950-5.1% |
| Participation rate | 61.1% | 77.8%-16.7pp | 76.0%-14.9pp | 82.0%-20.9pp |
| Annual return | 10.97% | 372.39%-361.4pp | 196.45%-185.5pp | 302.91%-291.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,791 | $5,088-45.2% | $4,245-34.3% | $5,983-53.4% |
| Admin fee / account holder | $663 | $10,132-93.5% | $6,642-90.0% | $11,248-94.1% |