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 | $20,530 | $47,848-57.1% | $81,473-74.8% | $70,126-70.7% |
| Participation rate | 38.7% | 58.3%-19.6pp | 68.0%-29.2pp | 69.5%-30.8pp |
| Annual return | 17.95% | 27.25%-9.3pp | 38.78%-20.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $665 | $1,527-56.4% | $2,568-74.1% | $2,343-71.6% |
| Participant deferral / active EE | $1,208 | $2,453-50.8% | $3,537-65.8% | $3,332-63.7% |
| Admin fee / account holder | $1,719 | $3,145-45.3% | $4,561-62.3% | $4,645-63.0% |