Filed June 10, 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 | $29,716 | $76,696-61.3% | $96,515-69.2% | $71,511-58.4% |
| Participation rate | 50.0% | 66.6%-16.6pp | 74.3%-24.3pp | 67.9%-17.9pp |
| Annual return | 19.64% | 48.32%-28.7pp | 35.73%-16.1pp | 28.86%-9.2pp |
| Employer contribution / active EE | $815 | $3,032-73.1% | $3,740-78.2% | $2,589-68.5% |
| Participant deferral / active EE | $1,674 | $3,770-55.6% | $4,880-65.7% | $4,291-61.0% |
| Admin fee / account holder | $374 | $2,030-81.6% | $6,735-94.5% | $1,588-76.5% |