Filed May 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,895 | $95,404-15.2% | $113,397-28.7% | $82,637-2.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.5%-17.1pp | 68.1%-8.6pp |
| Annual return | 19.30% | 19.08%+0.2pp | 23.20%-3.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $323 | $2,307-86.0% | $2,977-89.1% | $2,552-87.3% |
| Participant deferral / active EE | $3,591 | $4,220-14.9% | $5,076-29.3% | $4,126-13.0% |
| Admin fee / account holder | $10,080 | $9,168+9.9% | $11,957-15.7% | $7,339+37.4% |