Filed September 16, 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 | $40,506 | $99,957-59.5% | $149,745-73.0% | $73,497-44.9% |
| Participation rate | 54.4% | 75.7%-21.3pp | 82.5%-28.1pp | 70.7%-16.3pp |
| Annual return | 59.23% | 53.87%+5.4pp | 276.72%-217.5pp | 28.51%+30.7pp |
| Employer contribution / active EE | $1,276 | $3,191-60.0% | $4,646-72.5% | $2,270-43.8% |
| Participant deferral / active EE | $3,166 | $6,073-47.9% | $6,843-53.7% | $3,740-15.4% |
| Admin fee / account holder | $1,059 | $551+92.3% | $9,312-88.6% | $513+106.4% |