Filed July 25, 2023 (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 | $44,645 | $75,962-41.2% | $154,108-71.0% | $64,173-30.4% |
| Participation rate | 65.0% | 70.4%-5.4pp | 83.0%-18.0pp | 69.6%-4.6pp |
| Annual return | 8.29% | 30.32%-22.0pp | 735.21%-726.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,548 | $3,175-51.3% | $5,081-69.5% | $3,470-55.4% |
| Admin fee / account holder | $4,332 | $5,589-22.5% | $13,411-67.7% | $4,887-11.4% |