Filed January 17, 2023
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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 | $93,687 | $134,817-30.5% | $123,973-24.4% | $155,188-39.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 16.41% | 515.49%-499.1pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,007 | $4,425-32.1% | $4,126-27.1% | $4,248-29.2% |
| Participant deferral / active EE | $11,059 | $5,706+93.8% | $5,247+110.8% | $6,531+69.3% |
| Admin fee / account holder | $9,704 | $13,245-26.7% | $11,799-17.8% | $14,480-33.0% |