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 | $76,907 | $46,599+65.0% | $64,101+20.0% | $75,173+2.3% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 11.66% | 26.06%-14.4pp | 33.72%-22.1pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,349 | $2,837-52.4% | $3,881-65.2% | $4,126-67.3% |
| Admin fee / account holder | $6,322 | $2,956+113.9% | $3,070+105.9% | $5,651+11.9% |