Filed June 25, 2020 (most recent of 3 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 | $24,243 | $48,053-49.6% | $84,628-71.4% | $72,975-66.8% |
| Participation rate | 43.3% | 57.6%-14.2pp | 68.2%-24.9pp | 69.5%-26.2pp |
| Annual return | 22.89% | 37.39%-14.5pp | 258.80%-235.9pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,655 | $1,602+3.3% | $2,653-37.6% | $2,440-32.2% |
| Participant deferral / active EE | $3,421 | $2,681+27.6% | $3,900-12.3% | $3,608-5.2% |
| Admin fee / account holder | $1,083 | $3,395-68.1% | $4,914-78.0% | $5,124-78.9% |