Filed February 14, 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 | $54,696 | $81,947-33.3% | $105,387-48.1% | $72,975-25.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 82.6%-15.9pp | 69.5%-2.8pp |
| Annual return | 22.98% | 42.90%-19.9pp | 26.82%-3.8pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,846 | $3,468-46.8% | $4,213-56.2% | $2,440-24.4% |
| Participant deferral / active EE | $3,170 | $4,494-29.5% | $5,502-42.4% | $3,608-12.1% |
| Admin fee / account holder | $3,392 | $6,258-45.8% | $6,559-48.3% | $5,124-33.8% |