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 | $26,258 | $48,570-45.9% | $130,660-79.9% | $72,976-64.0% |
| Participation rate | 34.2% | 58.6%-24.4pp | 71.7%-37.6pp | 69.5%-35.3pp |
| Annual return | 20.47% | 38.63%-18.2pp | 1709.29%-1688.8pp | 81.02%-60.5pp |
| Employer contribution / active EE | $230 | $1,334-82.7% | $4,092-94.4% | $2,440-90.6% |
| Participant deferral / active EE | $2,032 | $2,384-14.7% | $3,603-43.6% | $3,608-43.7% |
| Admin fee / account holder | $661 | $3,549-81.4% | $5,463-87.9% | $5,124-87.1% |