Filed April 13, 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 | $41,382 | $72,177-42.7% | $115,037-64.0% | $59,632-30.6% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | -1.77% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $2,766 | $2,841-2.7% | $4,608-40.0% | $2,203+25.6% |
| Participant deferral / active EE | $4,896 | $4,783+2.4% | $6,026-18.8% | $3,192+53.4% |
| Admin fee / account holder | $891 | $4,927-81.9% | $8,175-89.1% | $4,297-79.3% |