Filed April 5, 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 | $15,931 | $51,631-69.1% | $129,397-87.7% | $80,925-80.3% |
| Participation rate | 55.3% | 56.9%-1.7pp | 69.6%-14.4pp | 67.7%-12.4pp |
| Annual return | 11.34% | 20.77%-9.4pp | 9453.98%-9442.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,246 | $2,670+59.0% | $4,167+1.9% | $4,299-1.2% |
| Admin fee / account holder | $1,750 | $4,309-59.4% | $7,679-77.2% | $6,940-74.8% |