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 | $56,879 | $87,834-35.2% | $133,975-57.5% | $62,881-9.5% |
| Participation rate | 60.4% | 83.4%-23.0pp | 87.1%-26.6pp | 69.3%-8.9pp |
| Annual return | 26.68% | 12.05%+14.6pp | 29.29%-2.6pp | 20.14%+6.5pp |
| Employer contribution / active EE | $2,874 | $3,482-17.5% | $5,211-44.9% | $2,281+26.0% |
| Participant deferral / active EE | $5,857 | $4,812+21.7% | $6,282-6.8% | $3,203+82.9% |
| Admin fee / account holder | $481 | $5,372-91.0% | $9,324-94.8% | $4,296-88.8% |