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 | $64,920-80.3% | $103,693-87.6% | $86,983-85.3% |
| Participation rate | 32.1% | 63.6%-31.5pp | 72.6%-40.6pp | 69.5%-37.5pp |
| Annual return | 31.19% | 30.29%+0.9pp | 47.61%-16.4pp | 25.83%+5.4pp |
| Employer contribution / active EE | $1,082 | $2,141-49.5% | $2,920-63.0% | $2,584-58.2% |
| Participant deferral / active EE | $1,270 | $3,241-60.8% | $4,579-72.3% | $4,194-69.7% |
| Admin fee / account holder | $491 | $6,191-92.1% | $7,858-93.8% | $7,856-93.8% |