Filed May 16, 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 | $23,465 | $71,197-67.0% | $93,669-74.9% | $80,925-71.0% |
| Participation rate | 65.1% | 60.4%+4.7pp | 68.7%-3.6pp | 67.7%-2.5pp |
| Annual return | 13.12% | 11.27%+1.9pp | 133.59%-120.5pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,270 | $4,036+5.8% | $4,416-3.3% | $4,299-0.7% |
| Admin fee / account holder | $824 | $6,959-88.2% | $8,291-90.1% | $6,940-88.1% |