Filed August 23, 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 | $85,665 | $105,200-18.6% | $159,474-46.3% | $85,847-0.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.8%-21.9pp | 69.3%-8.3pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,007 | $3,319-9.4% | $4,831-37.8% | $2,565+17.2% |
| Participant deferral / active EE | $6,895 | $5,946+16.0% | $7,353-6.2% | $3,952+74.5% |
| Admin fee / account holder | $7,096 | $6,934+2.3% | $10,802-34.3% | $6,261+13.3% |