Filed December 26, 2023 (most recent of 5 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $35,939 | $102,385-64.9% | $147,080-75.6% | $80,935-55.6% |
| Participation rate | 23.3% | 75.9%-52.5pp | 82.2%-58.8pp | 67.7%-44.3pp |
| Annual return | 16.70% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,290 | $3,717-65.3% | $4,933-73.9% | $2,757-53.2% |
| Participant deferral / active EE | $1,744 | $6,651-73.8% | $8,066-78.4% | $4,299-59.4% |
| Admin fee / account holder | $3,473 | $7,951-56.3% | $12,989-73.3% | $6,924-49.8% |