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 | $54,674-34.3% | $76,089-52.8% | $74,429-51.8% |
| Participation rate | 21.0% | 60.3%-39.3pp | 69.1%-48.1pp | 67.2%-46.2pp |
| Annual return | 16.14% | 31.89%-15.7pp | 360.94%-344.8pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $474 | $1,781-73.4% | $2,690-82.4% | $2,625-81.9% |
| Participant deferral / active EE | $767 | $3,071-75.0% | $4,259-82.0% | $4,348-82.4% |
| Admin fee / account holder | $2,072 | $2,238-7.4% | $6,418-67.7% | $1,944+6.6% |