Filed October 3, 2023 (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 | $35,086 | $91,179-61.5% | $178,499-80.3% | $79,852-56.1% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 18.98% | 24.19%-5.2pp | 151.10%-132.1pp | 31.72%-12.7pp |
| Employer contribution / active EE | $724 | $3,256-77.7% | $5,011-85.5% | $2,471-70.7% |
| Participant deferral / active EE | $4,614 | $3,236+42.6% | $5,202-11.3% | $3,740+23.4% |
| Admin fee / account holder | $795 | $6,749-88.2% | $13,986-94.3% | $5,306-85.0% |