Filed March 17, 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 | $67,187 | $71,215-5.7% | $93,696-28.3% | $80,935-17.0% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.7%-32.4pp |
| Annual return | 13.29% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,194 | $4,037-45.6% | $4,417-50.3% | $4,299-49.0% |
| Admin fee / account holder | $2,215 | $6,958-68.2% | $8,287-73.3% | $6,924-68.0% |