Filed December 7, 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 | $12,809 | $49,976-74.4% | $66,674-80.8% | $82,637-84.5% |
| Participation rate | 32.1% | 63.1%-31.0pp | 73.7%-41.6pp | 68.1%-36.0pp |
| Annual return | 31.19% | 39.09%-7.9pp | 321.24%-290.0pp | 53.51%-22.3pp |
| Employer contribution / active EE | $1,082 | $1,988-45.6% | $2,620-58.7% | $2,552-57.6% |
| Participant deferral / active EE | $1,270 | $2,847-55.4% | $4,084-68.9% | $4,126-69.2% |
| Admin fee / account holder | $491 | $4,594-89.3% | $5,098-90.4% | $7,339-93.3% |