Filed July 21, 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 | $36,693 | $72,273-49.2% | $101,275-63.8% | $79,856-54.1% |
| Participation rate | 69.7% | 68.5%+1.2pp | 75.8%-6.1pp | 69.6%+0.1pp |
| Annual return | 30.52% | 22.30%+8.2pp | 46.48%-16.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $2,199 | $2,691-18.3% | $3,660-39.9% | $2,471-11.0% |
| Participant deferral / active EE | $4,175 | $3,282+27.2% | $4,371-4.5% | $3,741+11.6% |
| Admin fee / account holder | $3,779 | $4,401-14.1% | $5,948-36.5% | $5,306-28.8% |