Filed December 16, 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 | $29,734 | $111,814-73.4% | $103,378-71.2% | $145,978-79.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.10% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,205 | $4,215-47.7% | $3,870-43.0% | $4,662-52.7% |
| Participant deferral / active EE | $3,930 | $5,618-30.0% | $5,058-22.3% | $6,690-41.2% |
| Admin fee / account holder | $2,145 | $9,764-78.0% | $8,401-74.5% | $13,400-84.0% |