Filed October 24, 2023 (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 | $59,986 | $93,182-35.6% | $146,685-59.1% | $79,393-24.4% |
| Participation rate | 43.8% | 76.4%-32.6pp | 80.1%-36.3pp | 70.7%-26.9pp |
| Annual return | 16.64% | 21.61%-5.0pp | 22.75%-6.1pp | 116.87%-100.2pp |
| Employer contribution / active EE | $1,689 | $2,420-30.2% | $4,137-59.2% | $2,428-30.4% |
| Participant deferral / active EE | $2,416 | $4,169-42.1% | $5,507-56.1% | $4,046-40.3% |
| Admin fee / account holder | $7,457 | $585+1174.7% | $10,281-27.5% | $627+1090.3% |