Filed March 23, 2022 (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 | $35,896 | $54,690-34.4% | $76,030-52.8% | $74,478-51.8% |
| Participation rate | 21.0% | 60.3%-39.3pp | 69.1%-48.0pp | 67.2%-46.2pp |
| Annual return | 16.14% | 31.92%-15.8pp | 361.54%-345.4pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $474 | $1,781-73.4% | $2,688-82.4% | $2,626-82.0% |
| Participant deferral / active EE | $767 | $3,070-75.0% | $4,257-82.0% | $4,350-82.4% |
| Admin fee / account holder | $2,072 | $2,240-7.5% | $6,421-67.7% | $1,946+6.5% |