Filed January 5, 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.
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 | $67,785 | $94,031-27.9% | $115,768-41.4% | $82,448-17.8% |
| Participation rate | 32.6% | 70.4%-37.8pp | 74.4%-41.8pp | 68.1%-35.4pp |
| Annual return | 14.73% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $670 | $2,323-71.2% | $2,940-77.2% | $2,551-73.7% |
| Participant deferral / active EE | $1,687 | $3,972-57.5% | $4,917-65.7% | $4,139-59.2% |
| Admin fee / account holder | $1,048 | $10,249-89.8% | $12,439-91.6% | $7,234-85.5% |