Filed September 14, 2021 (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 | $125,536 | $101,063+24.2% | $81,473+54.1% | $147,586-14.9% |
| Participation rate | 52.2% | 74.5%-22.3pp | 68.0%-15.8pp | 82.8%-30.7pp |
| Annual return | 29.89% | 32.41%-2.5pp | 38.78%-8.9pp | 578.59%-548.7pp |
| Employer contribution / active EE | $1,367 | $3,206-57.3% | $2,568-46.8% | $4,876-72.0% |
| Participant deferral / active EE | $6,171 | $4,242+45.5% | $3,537+74.5% | $5,439+13.5% |
| Admin fee / account holder | $5,549 | $5,812-4.5% | $4,561+21.6% | $10,886-49.0% |