Filed June 9, 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 | $11,244 | $34,316-67.2% | $74,719-85.0% | $72,983-84.6% |
| Participation rate | 23.7% | 42.4%-18.7pp | 54.5%-30.7pp | 69.5%-45.8pp |
| Annual return | 21.52% | 26.58%-5.1pp | 753.05%-731.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $610 | $1,272-52.0% | $1,963-68.9% | $3,608-83.1% |
| Admin fee / account holder | $653 | $2,125-69.3% | $3,334-80.4% | $5,124-87.3% |