Filed November 30, 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 | $39,747 | $150,446-73.6% | $136,297-70.8% | $147,585-73.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.30% | 1049.14%-1028.8pp | 5156.19%-5135.9pp | 578.58%-558.3pp |
| Employer contribution / active EE | $2,201 | $5,256-58.1% | $4,696-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $4,568 | $6,631-31.1% | $6,247-26.9% | $5,439-16.0% |
| Admin fee / account holder | $4,026 | $10,906-63.1% | $9,244-56.4% | $10,886-63.0% |