Filed April 25, 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 | $62,179 | $165,361-62.4% | $149,715-58.5% | $158,950-60.9% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 36.40% | 348.24%-311.8pp | 276.66%-240.3pp | 302.91%-266.5pp |
| Employer contribution / active EE | $1,683 | $5,103-67.0% | $4,645-63.8% | $4,762-64.7% |
| Participant deferral / active EE | $5,760 | $7,182-19.8% | $6,842-15.8% | $5,983-3.7% |
| Admin fee / account holder | $658 | $10,808-93.9% | $9,310-92.9% | $11,248-94.2% |