Filed March 17, 2023
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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 | $24,235 | $110,410-78.1% | $102,437-76.3% | $145,897-83.4% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 9.99% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,236 | $4,217-47.0% | $3,871-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $6,992 | $5,622+24.4% | $5,060+38.2% | $6,689+4.5% |
| Admin fee / account holder | $464 | $9,745-95.2% | $8,388-94.5% | $13,390-96.5% |