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 | $17,221 | $58,264-70.4% | $86,617-80.1% | $71,495-75.9% |
| Participation rate | 32.5% | 65.0%-32.5pp | 71.7%-39.2pp | 67.9%-35.5pp |
| Annual return | 19.94% | 21.63%-1.7pp | 591.91%-572.0pp | 28.85%-8.9pp |
| Employer contribution / active EE | $501 | $2,574-80.6% | $3,023-83.4% | $2,589-80.7% |
| Participant deferral / active EE | $1,641 | $3,436-52.2% | $4,437-63.0% | $4,291-61.7% |
| Admin fee / account holder | $881 | $1,057-16.7% | $5,613-84.3% | $1,588-44.5% |