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 | $102,385+16.0% | $147,080-19.2% | $80,935+46.8% |
| Participation rate | 58.1% | 75.9%-17.7pp | 82.2%-24.0pp | 67.7%-9.5pp |
| Annual return | 17.17% | 135.09%-117.9pp | 420.17%-403.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,479 | $3,717-60.2% | $4,933-70.0% | $2,757-46.4% |
| Participant deferral / active EE | $5,597 | $6,651-15.8% | $8,066-30.6% | $4,299+30.2% |
| Admin fee / account holder | $2,803 | $7,951-64.7% | $12,989-78.4% | $6,924-59.5% |