Filed January 22, 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 | $80,950 | $172,111-53.0% | $150,298-46.1% | $137,256-41.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 20.24% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,562 | $4,636-44.7% | $4,154-38.3% | $4,156-38.4% |
| Participant deferral / active EE | $7,920 | $6,166+28.4% | $5,453+45.2% | $6,407+23.6% |
| Admin fee / account holder | $5,723 | $16,471-65.3% | $14,116-59.5% | $12,270-53.4% |