Filed May 25, 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 | $247,802 | $81,487+204.1% | $102,412+142.0% | $80,935+206.2% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 13.14% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,089 | $3,103-0.4% | $3,870-20.2% | $2,757+12.1% |
| Participant deferral / active EE | $7,496 | $3,871+93.7% | $5,060+48.1% | $4,299+74.4% |
| Admin fee / account holder | $3,727 | $6,717-44.5% | $8,388-55.6% | $6,924-46.2% |