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 | $48,357 | $43,496+11.2% | $161,489-70.1% | $64,340-24.8% |
| Participation rate | 34.2% | 53.5%-19.3pp | 78.7%-44.5pp | 55.2%-21.0pp |
| Annual return | 11.91% | 20.76%-8.8pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,350 | $1,996+17.8% | $5,630-58.3% | $2,980-21.1% |
| Admin fee / account holder | $6,413 | $2,330+175.2% | $16,006-59.9% | $3,703+73.2% |