Filed May 20, 2021 (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 | $46,486 | $86,949-46.5% | $102,460-54.6% | $80,959-42.6% |
| Participation rate | 56.1% | 72.4%-16.2pp | 76.5%-20.4pp | 67.7%-11.5pp |
| Annual return | 14.67% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,487 | $2,370-37.2% | $3,025-50.8% | $2,757-46.1% |
| Participant deferral / active EE | $2,835 | $4,121-31.2% | $5,056-43.9% | $4,300-34.1% |
| Admin fee / account holder | $10,815 | $8,048+34.4% | $9,460+14.3% | $6,925+56.2% |