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 | $90,610 | $52,279+73.3% | $89,400+1.4% | $79,858+13.5% |
| Participation rate | 55.2% | 57.5%-2.4pp | 68.0%-12.8pp | 69.6%-14.5pp |
| Annual return | 19.74% | 22.16%-2.4pp | 245.64%-225.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,192 | $2,740+16.5% | $3,890-18.0% | $3,740-14.7% |
| Admin fee / account holder | $1,403 | $3,356-58.2% | $4,882-71.3% | $5,306-73.6% |