Filed November 21, 2022 (most recent of 4 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 | $55,300 | $73,978-25.2% | $96,515-42.7% | $75,173-26.4% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 14.13% | 26.72%-12.6pp | 35.73%-21.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,787 | $2,931-39.0% | $3,740-52.2% | $2,671-33.1% |
| Participant deferral / active EE | $4,400 | $3,660+20.2% | $4,880-9.8% | $4,126+6.6% |
| Admin fee / account holder | $18,243 | $5,219+249.6% | $6,735+170.9% | $5,651+222.9% |