Filed May 24, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,244 | $55,446-9.4% | $155,574-67.7% | $74,429-32.5% |
| Participation rate | 34.6% | 61.9%-27.3pp | 78.2%-43.6pp | 67.2%-32.6pp |
| Annual return | 14.45% | 269.20%-254.7pp | 64.87%-50.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,843 | $2,836+0.2% | $5,629-49.5% | $4,348-34.6% |
| Admin fee / account holder | $3,682 | $1,743+111.3% | $15,914-76.9% | $1,944+89.4% |