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 | $37,812 | $58,258-35.1% | $81,820-53.8% | $80,925-53.3% |
| Participation rate | 48.4% | 63.5%-15.0pp | 72.4%-23.9pp | 67.7%-19.2pp |
| Annual return | 21.88% | 41.76%-19.9pp | 777.93%-756.0pp | 35.65%-13.8pp |
| Employer contribution / active EE | $1,100 | $2,345-53.1% | $2,915-62.3% | $2,756-60.1% |
| Participant deferral / active EE | $2,208 | $3,284-32.8% | $4,323-48.9% | $4,299-48.6% |
| Admin fee / account holder | $1,297 | $4,976-73.9% | $7,391-82.4% | $6,940-81.3% |