Filed July 20, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,963 | $87,834-67.0% | $133,975-78.4% | $62,881-53.9% |
| Participation rate | 78.3% | 83.4%-5.0pp | 87.1%-8.7pp | 69.3%+9.0pp |
| Annual return | 18.53% | 12.05%+6.5pp | 29.29%-10.8pp | 20.14%-1.6pp |
| Employer contribution / active EE | $1,974 | $3,482-43.3% | $5,211-62.1% | $2,281-13.5% |
| Participant deferral / active EE | $4,022 | $4,812-16.4% | $6,282-36.0% | $3,203+25.6% |
| Admin fee / account holder | $3,259 | $5,372-39.3% | $9,324-65.0% | $4,296-24.1% |