Filed March 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,423 | $58,408-37.6% | $180,320-79.8% | $69,733-47.8% |
| Participation rate | 25.5% | 54.2%-28.7pp | 71.5%-46.0pp | 62.5%-36.9pp |
| Annual return | 15.29% | 15.02%+0.3pp | 778.54%-763.3pp | 15.22%+0.1pp |
| Employer contribution / active EE | $177 | $1,159-84.8% | $4,108-95.7% | $2,250-92.1% |
| Participant deferral / active EE | $1,452 | $2,723-46.7% | $4,304-66.3% | $3,054-52.5% |
| Admin fee / account holder | $1,888 | $4,205-55.1% | $10,000-81.1% | $3,102-39.1% |