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 | $100,139-29.4% | $85,187-17.0% | $145,884-51.5% |
| Participation rate | 47.1% | 74.1%-27.0pp | 67.5%-20.5pp | 80.3%-33.2pp |
| Annual return | 11.39% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,549 | $3,238-52.1% | $2,732-43.3% | $4,662-66.8% |
| Participant deferral / active EE | $2,963 | $5,296-44.0% | $4,525-34.5% | $6,690-55.7% |
| Admin fee / account holder | $1,119 | $7,262-84.6% | $6,162-81.8% | $13,392-91.6% |