Filed April 27, 2022 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,533 | $86,949+38.6% | $102,460+17.6% | $80,959+48.9% |
| Participation rate | 47.5% | 72.4%-24.9pp | 76.5%-29.1pp | 67.7%-20.2pp |
| Annual return | 6.18% | 18.89%-12.7pp | 29.47%-23.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,221 | $4,121-21.8% | $5,056-36.3% | $4,300-25.1% |
| Admin fee / account holder | $19,142 | $8,048+137.9% | $9,460+102.3% | $6,925+176.4% |