Filed October 19, 2023 (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 | $70,361 | $72,177-2.5% | $115,038-38.8% | $59,633+18.0% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | 12.15% | 12.02%+0.1pp | 26.14%-14.0pp | 2041.45%-2029.3pp |
| Employer contribution / active EE | $1,643 | $2,841-42.2% | $4,608-64.3% | $2,203-25.4% |
| Participant deferral / active EE | $4,491 | $4,783-6.1% | $6,026-25.5% | $3,192+40.7% |
| Admin fee / account holder | $1,066 | $4,927-78.4% | $8,175-87.0% | $4,297-75.2% |