Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,086 | $63,346+37.5% | $92,240-5.6% | $70,126+24.2% |
| Participation rate | 55.7% | 68.7%-13.0pp | 76.5%-20.8pp | 69.5%-13.9pp |
| Annual return | 18.20% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $466 | $2,471-81.2% | $3,680-87.3% | $2,343-80.1% |
| Participant deferral / active EE | $4,656 | $2,854+63.1% | $3,897+19.5% | $3,332+39.7% |
| Admin fee / account holder | $1,777 | $3,841-53.7% | $5,194-65.8% | $4,645-61.8% |