Filed April 8, 2021 (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 | $34,994 | $45,152-22.5% | $73,836-52.6% | $59,633-41.3% |
| Participation rate | 48.1% | 64.0%-15.9pp | 73.4%-25.3pp | 68.7%-20.5pp |
| Annual return | -1.54% | 27.40%-28.9pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,062 | $1,901-44.2% | $2,787-61.9% | $2,203-51.8% |
| Participant deferral / active EE | $2,461 | $2,573-4.3% | $3,583-31.3% | $3,192-22.9% |
| Admin fee / account holder | $840 | $3,515-76.1% | $4,882-82.8% | $4,297-80.5% |