Filed July 20, 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.
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 | $55,016 | $109,359-49.7% | $162,177-66.1% | $72,975-24.6% |
| Participation rate | 66.3% | 84.3%-17.9pp | 87.6%-21.2pp | 69.5%-3.2pp |
| Annual return | 19.21% | 25.46%-6.2pp | 115.60%-96.4pp | 81.01%-61.8pp |
| Employer contribution / active EE | $2,071 | $3,907-47.0% | $5,613-63.1% | $2,440-15.1% |
| Participant deferral / active EE | $5,065 | $5,481-7.6% | $7,297-30.6% | $3,608+40.4% |
| Admin fee / account holder | $4,635 | $7,972-41.9% | $10,843-57.3% | $5,124-9.5% |