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 | $102,179 | $69,977+46.0% | $108,582-5.9% | $62,881+62.5% |
| Participation rate | 62.9% | 72.9%-10.0pp | 79.6%-16.7pp | 69.3%-6.4pp |
| Annual return | 8.01% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,112 | $2,135+45.8% | $3,758-17.2% | $2,281+36.4% |
| Participant deferral / active EE | $4,888 | $3,165+54.4% | $4,311+13.4% | $3,203+52.6% |
| Admin fee / account holder | $445 | $5,076-91.2% | $7,645-94.2% | $4,296-89.6% |