Filed November 10, 2020 (most recent of 2 filings on file)
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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 | $43,706 | $55,446-21.2% | $155,574-71.9% | $74,429-41.3% |
| Participation rate | 35.7% | 61.9%-26.2pp | 78.2%-42.5pp | 67.2%-31.5pp |
| Annual return | 14.73% | 269.20%-254.5pp | 64.87%-50.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,809 | $2,836-1.0% | $5,629-50.1% | $4,348-35.4% |
| Admin fee / account holder | $5,439 | $1,743+212.0% | $15,914-65.8% | $1,944+179.7% |