Filed June 10, 2022 (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 | $81,829 | $97,125-15.7% | $86,233-5.1% | $137,256-40.4% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 17.33% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,730 | $2,841-39.1% | $2,504-30.9% | $4,156-58.4% |
| Participant deferral / active EE | $3,176 | $5,180-38.7% | $4,559-30.3% | $6,407-50.4% |
| Admin fee / account holder | $1,966 | $9,725-79.8% | $8,342-76.4% | $12,270-84.0% |