Filed July 1, 2024
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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 | $26,176 | $57,330-54.3% | $86,656-69.8% | $75,177-65.2% |
| Participation rate | 45.5% | 63.2%-17.7pp | 71.7%-26.3pp | 67.2%-21.8pp |
| Annual return | 26.27% | 2675.40%-2649.1pp | 593.09%-566.8pp | 160.75%-134.5pp |
| Employer contribution / active EE | $1,604 | $2,316-30.7% | $3,025-47.0% | $2,671-39.9% |
| Participant deferral / active EE | $2,256 | $3,320-32.0% | $4,439-49.2% | $4,126-45.3% |
| Admin fee / account holder | $450 | $4,115-89.1% | $5,619-92.0% | $5,651-92.0% |