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 | $51,638-75.2% | $68,368-81.3% | $82,448-84.5% |
| Participation rate | 32.1% | 63.6%-31.5pp | 73.8%-41.7pp | 68.1%-36.0pp |
| Annual return | 31.19% | 37.53%-6.3pp | 292.57%-261.4pp | 41.64%-10.4pp |
| Employer contribution / active EE | $1,082 | $2,047-47.2% | $2,649-59.2% | $2,551-57.6% |
| Participant deferral / active EE | $1,270 | $2,914-56.4% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $491 | $4,643-89.4% | $5,150-90.5% | $7,234-93.2% |