Filed April 7, 2023 (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 | $234,870 | $76,407+207.4% | $150,298+56.3% | $82,448+184.9% |
| Participation rate | 65.0% | 66.4%-1.4pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 18.11% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,146 | $2,614+135.1% | $4,154+47.9% | $2,551+140.9% |
| Participant deferral / active EE | $4,700 | $3,214+46.2% | $5,453-13.8% | $4,139+13.5% |
| Admin fee / account holder | $6,735 | $6,352+6.0% | $14,116-52.3% | $7,234-6.9% |