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 | $123,194 | $78,707+56.5% | $117,861+4.5% | $70,126+75.7% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 15.33% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,235 | $2,223+45.5% | $3,786-14.6% | $2,343+38.1% |
| Participant deferral / active EE | $5,281 | $3,297+60.2% | $4,482+17.8% | $3,332+58.5% |
| Admin fee / account holder | $562 | $5,066-88.9% | $8,021-93.0% | $4,645-87.9% |