Filed December 16, 2021
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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 | $18,743 | $65,423-71.4% | $98,477-81.0% | $85,856-78.2% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.3%-6.8pp |
| Annual return | 47.34% | 21.76%+25.6pp | 1493.59%-1446.3pp | 318.58%-271.2pp |
| Employer contribution / active EE | $2,821 | $2,168+30.1% | $2,961-4.7% | $2,565+10.0% |
| Participant deferral / active EE | $5,187 | $3,167+63.8% | $4,276+21.3% | $3,952+31.2% |
| Admin fee / account holder | $14,174 | $4,594+208.6% | $5,951+138.2% | $6,261+126.4% |