Filed August 10, 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 | $92,409 | $65,704+40.6% | $94,229-1.9% | $59,633+55.0% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -1.22% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $3,666 | $2,021+81.4% | $3,587+2.2% | $2,203+66.4% |
| Participant deferral / active EE | $5,834 | $3,143+85.6% | $4,320+35.0% | $3,192+82.8% |
| Admin fee / account holder | $1,857 | $4,265-56.5% | $6,269-70.4% | $4,297-56.8% |