Filed April 29, 2024
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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 | $138,229 | $160,028-13.6% | $147,080-6.0% | $145,884-5.2% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 22.48% | 98.60%-76.1pp | 420.17%-397.7pp | 551.85%-529.4pp |
| Employer contribution / active EE | $3,889 | $5,286-26.4% | $4,933-21.2% | $4,662-16.6% |
| Participant deferral / active EE | $9,716 | $8,422+15.4% | $8,066+20.5% | $6,690+45.2% |
| Admin fee / account holder | $5,214 | $15,030-65.3% | $12,989-59.9% | $13,392-61.1% |