Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $76,723 | $78,705-2.5% | $117,860-34.9% | $70,124+9.4% |
| Participation rate | 63.3% | 73.2%-9.9pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 23.14% | 23.30%-0.2pp | 335.10%-312.0pp | 73.14%-50.0pp |
| Employer contribution / active EE | $404 | $2,223-81.8% | $3,786-89.3% | $2,342-82.7% |
| Participant deferral / active EE | $2,568 | $3,297-22.1% | $4,482-42.7% | $3,332-22.9% |
| Admin fee / account holder | $883 | $5,065-82.6% | $8,021-89.0% | $4,645-81.0% |