Filed August 24, 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 | $20,999 | $88,702-76.3% | $81,780-74.3% | $145,978-85.6% |
| Participation rate | 29.2% | 75.0%-45.9pp | 72.4%-43.2pp | 80.3%-51.1pp |
| Annual return | 100.75% | 1029.12%-928.4pp | 776.27%-675.5pp | 550.52%-449.8pp |
| Employer contribution / active EE | $1,574 | $3,084-49.0% | $2,914-46.0% | $4,662-66.2% |
| Participant deferral / active EE | $2,013 | $4,645-56.7% | $4,321-53.4% | $6,690-69.9% |
| Admin fee / account holder | $9,723 | $8,414+15.6% | $7,384+31.7% | $13,400-27.4% |