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 | $95,404-41.5% | $113,397-50.7% | $82,637-32.4% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.5%-12.1pp | 68.1%-3.6pp |
| Annual return | 16.70% | 19.08%-2.4pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,616 | $2,307-30.0% | $2,977-45.7% | $2,552-36.7% |
| Participant deferral / active EE | $3,436 | $4,220-18.6% | $5,076-32.3% | $4,126-16.7% |
| Admin fee / account holder | $3,588 | $9,168-60.9% | $11,957-70.0% | $7,339-51.1% |