Filed April 29, 2024 (most recent of 3 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 | $41,711 | $55,470-24.8% | $155,556-73.2% | $74,478-44.0% |
| Participation rate | 67.6% | 61.9%+5.7pp | 78.2%-10.6pp | 67.2%+0.4pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,007 | $2,267-55.6% | $4,675-78.5% | $2,626-61.6% |
| Participant deferral / active EE | $2,171 | $2,838-23.5% | $5,631-61.4% | $4,350-50.1% |
| Admin fee / account holder | $1,941 | $1,744+11.3% | $15,885-87.8% | $1,946-0.3% |