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 | $54,117-32.7% | $135,768-73.2% | $65,306-44.2% |
| Participation rate | 25.5% | 48.7%-23.2pp | 71.1%-45.6pp | 57.7%-32.2pp |
| Annual return | 15.29% | 21.76%-6.5pp | 526.10%-510.8pp | 21.94%-6.7pp |
| Employer contribution / active EE | $177 | $1,029-82.8% | $3,394-94.8% | $1,967-91.0% |
| Participant deferral / active EE | $1,452 | $2,395-39.4% | $3,977-63.5% | $2,959-50.9% |
| Admin fee / account holder | $1,888 | $4,541-58.4% | $7,048-73.2% | $3,480-45.7% |