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 | $33,230 | $52,279-36.4% | $89,414-62.8% | $79,852-58.4% |
| Participation rate | 48.4% | 57.5%-9.2pp | 68.0%-19.6pp | 69.6%-21.3pp |
| Annual return | 23.61% | 22.16%+1.4pp | 245.50%-221.9pp | 31.72%-8.1pp |
| Employer contribution / active EE | $1,945 | $1,572+23.8% | $2,586-24.8% | $2,471-21.3% |
| Participant deferral / active EE | $4,272 | $2,740+55.9% | $3,890+9.8% | $3,740+14.2% |
| Admin fee / account holder | $1,418 | $3,356-57.7% | $4,883-71.0% | $5,306-73.3% |