Filed October 26, 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 | $92,904 | $160,070-42.0% | $147,117-36.8% | $145,897-36.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.86% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,065 | $5,285-79.8% | $4,932-78.4% | $4,663-77.2% |
| Participant deferral / active EE | $4,309 | $8,419-48.8% | $8,065-46.6% | $6,689-35.6% |
| Admin fee / account holder | $1,470 | $15,035-90.2% | $12,993-88.7% | $13,390-89.0% |