Filed August 10, 2020 (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 | $18,606 | $45,152-58.8% | $73,835-74.8% | $59,633-68.8% |
| Participation rate | 58.2% | 64.0%-5.8pp | 73.4%-15.3pp | 68.7%-10.5pp |
| Annual return | 4.18% | 27.40%-23.2pp | 2268.13%-2263.9pp | 2041.40%-2037.2pp |
| Employer contribution / active EE | $2,020 | $1,901+6.3% | $2,788-27.5% | $2,203-8.3% |
| Participant deferral / active EE | $1,520 | $2,573-40.9% | $3,583-57.6% | $3,192-52.4% |
| Admin fee / account holder | $582 | $3,515-83.4% | $4,880-88.1% | $4,297-86.4% |