Filed October 12, 2021 (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 | $30,290 | $45,343-33.2% | $150,298-79.8% | $67,986-55.4% |
| Participation rate | 63.4% | 51.9%+11.5pp | 77.8%-14.4pp | 57.2%+6.2pp |
| Annual return | 23.60% | 33.28%-9.7pp | 62.79%-39.2pp | 31.67%-8.1pp |
| Employer contribution / active EE | $1,680 | $1,462+14.9% | $4,154-59.6% | $2,019-16.8% |
| Participant deferral / active EE | $3,325 | $2,055+61.8% | $5,453-39.0% | $3,358-1.0% |
| Admin fee / account holder | $496 | $2,250-78.0% | $14,116-96.5% | $3,203-84.5% |