Filed June 27, 2024
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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 | $81,695 | $232,540-64.9% | $185,117-55.9% | $147,586-44.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 12.83% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $2,134 | $5,195-58.9% | $4,182-49.0% | $4,876-56.2% |
| Participant deferral / active EE | $9,808 | $5,834+68.1% | $5,045+94.4% | $5,439+80.3% |
| Admin fee / account holder | $3,421 | $10,275-66.7% | $8,159-58.1% | $10,886-68.6% |