Filed January 16, 2024 (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 | $20,414 | $60,504-66.3% | $81,882-75.1% | $74,478-72.6% |
| Participation rate | 36.5% | 62.9%-26.5pp | 72.4%-35.9pp | 67.2%-30.8pp |
| Annual return | 14.39% | 16.91%-2.5pp | 779.47%-765.1pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,145 | $2,627-56.4% | $2,916-60.7% | $2,626-56.4% |
| Participant deferral / active EE | $1,674 | $3,400-50.7% | $4,323-61.3% | $4,350-61.5% |
| Admin fee / account holder | $1,510 | $1,492+1.2% | $7,360-79.5% | $1,946-22.4% |