Filed December 3, 2021
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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 | $49,998 | $100,060-50.0% | $149,721-66.6% | $70,126-28.7% |
| Participation rate | 42.4% | 83.6%-41.2pp | 87.1%-44.6pp | 69.5%-27.1pp |
| Annual return | 21.11% | 27.46%-6.4pp | 1501.67%-1480.6pp | 73.15%-52.0pp |
| Employer contribution / active EE | $2,134 | $3,661-41.7% | $5,444-60.8% | $2,343-8.9% |
| Participant deferral / active EE | $4,492 | $4,982-9.8% | $6,568-31.6% | $3,332+34.8% |
| Admin fee / account holder | $1,781 | $8,285-78.5% | $11,282-84.2% | $4,645-61.7% |