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 | $20,621 | $53,063-61.1% | $124,206-83.4% | $82,637-75.0% |
| Participation rate | 55.6% | 58.4%-2.9pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 46.37% | 68.87%-22.5pp | 515.27%-468.9pp | 53.51%-7.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,385 | $2,644+65.8% | $3,968+10.5% | $4,126+6.3% |
| Admin fee / account holder | $5,380 | $4,281+25.7% | $5,929-9.3% | $7,339-26.7% |