Filed June 10, 2024 (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 | $68,784 | $49,249+39.7% | $70,476-2.4% | $79,852-13.9% |
| Participation rate | 41.0% | 69.2%-28.2pp | 75.1%-34.1pp | 69.6%-28.7pp |
| Annual return | 8.06% | 30.09%-22.0pp | 109.12%-101.1pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,467 | $2,769-47.0% | $3,710-60.5% | $3,740-60.8% |
| Admin fee / account holder | $10,110 | $2,878+251.3% | $3,847+162.8% | $5,306+90.5% |