Filed January 13, 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 | $50,253 | $165,399-69.6% | $149,745-66.4% | $158,982-68.4% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 15.75% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $2,018 | $5,105-60.5% | $4,646-56.6% | $4,763-57.6% |
| Participant deferral / active EE | $2,525 | $7,183-64.9% | $6,843-63.1% | $5,983-57.8% |
| Admin fee / account holder | $667 | $10,811-93.8% | $9,312-92.8% | $11,252-94.1% |