Filed May 24, 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 | $92,085 | $42,383+117.3% | $76,523+20.3% | $64,181+43.5% |
| Participation rate | 64.0% | 58.1%+5.9pp | 68.0%-4.0pp | 69.6%-5.6pp |
| Annual return | 9.15% | -16.54%+25.7pp | -0.27%+9.4pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,073 | $1,563+32.6% | $2,647-21.7% | $2,381-12.9% |
| Participant deferral / active EE | $5,216 | $2,566+103.2% | $3,835+36.0% | $3,470+50.3% |
| Admin fee / account holder | $9,834 | $3,198+207.5% | $4,848+102.8% | $4,887+101.2% |