Filed October 11, 2024 (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 | $40,869 | $52,519-22.2% | $155,789-73.8% | $59,633-31.5% |
| Participation rate | 41.5% | 61.7%-20.2pp | 76.1%-34.6pp | 68.7%-27.2pp |
| Annual return | -1.24% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,449 | $1,589-8.8% | $3,839-62.2% | $2,203-34.2% |
| Participant deferral / active EE | $4,934 | $3,084+60.0% | $4,798+2.8% | $3,192+54.6% |
| Admin fee / account holder | $2,564 | $3,540-27.6% | $7,477-65.7% | $4,297-40.3% |