Filed July 5, 2022 (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 | $118,788 | $102,393+16.0% | $147,041-19.2% | $80,911+46.8% |
| Participation rate | 58.1% | 75.9%-17.7pp | 82.2%-24.0pp | 67.6%-9.5pp |
| Annual return | 17.17% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.5pp |
| Employer contribution / active EE | $1,479 | $3,715-60.2% | $4,935-70.0% | $2,756-46.3% |
| Participant deferral / active EE | $5,597 | $6,647-15.8% | $8,071-30.6% | $4,297+30.3% |
| Admin fee / account holder | $2,803 | $7,943-64.7% | $13,006-78.4% | $6,935-59.6% |