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 | $50,576 | $80,985-37.5% | $96,576-47.6% | $75,181-32.7% |
| Participation rate | 48.3% | 71.8%-23.4pp | 76.0%-27.6pp | 67.2%-18.9pp |
| Annual return | 14.84% | 27.05%-12.2pp | 25.87%-11.0pp | 160.69%-145.8pp |
| Employer contribution / active EE | $1,409 | $2,282-38.3% | $2,965-52.5% | $2,671-47.2% |
| Participant deferral / active EE | $3,009 | $3,929-23.4% | $4,851-38.0% | $4,126-27.1% |
| Admin fee / account holder | $8,118 | $6,719+20.8% | $8,253-1.6% | $5,650+43.7% |