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 | $55,852 | $95,453-41.5% | $112,040-50.1% | $82,448-32.3% |
| Participation rate | 64.4% | 72.8%-8.3pp | 76.5%-12.0pp | 68.1%-3.6pp |
| Annual return | 16.70% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,616 | $2,318-30.3% | $2,954-45.3% | $2,551-36.7% |
| Participant deferral / active EE | $3,436 | $4,224-18.7% | $5,098-32.6% | $4,139-17.0% |
| Admin fee / account holder | $3,588 | $9,013-60.2% | $12,098-70.3% | $7,234-50.4% |