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 | $70,721 | $99,995-29.3% | $85,063-16.9% | $145,978-51.6% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.4pp | 80.3%-33.2pp |
| Annual return | 11.39% | 83.99%-72.6pp | 66.54%-55.1pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,549 | $3,231-52.0% | $2,727-43.2% | $4,662-66.8% |
| Participant deferral / active EE | $2,963 | $5,295-44.0% | $4,523-34.5% | $6,690-55.7% |
| Admin fee / account holder | $1,119 | $7,255-84.6% | $6,155-81.8% | $13,400-91.7% |