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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,858 | $94,529-11.3% | $140,019-40.1% | $64,173+30.7% |
| Participation rate | 50.9% | 84.1%-33.2pp | 87.5%-36.6pp | 69.6%-18.7pp |
| Annual return | -7.74% | 7.77%-15.5pp | 651.15%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,131 | $3,812-17.9% | $5,605-44.1% | $2,381+31.5% |
| Participant deferral / active EE | $5,974 | $5,250+13.8% | $6,927-13.8% | $3,470+72.2% |
| Admin fee / account holder | $4,260 | $6,741-36.8% | $10,705-60.2% | $4,887-12.8% |