Filed December 12, 2023 (most recent of 3 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 | $19,188 | $45,152-57.5% | $73,845-74.0% | $59,632-67.8% |
| Participation rate | 60.7% | 64.0%-3.3pp | 73.4%-12.7pp | 68.7%-8.0pp |
| Annual return | 0.84% | 27.40%-26.6pp | 2267.91%-2267.1pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $2,396 | $1,902+26.0% | $2,788-14.1% | $2,203+8.8% |
| Participant deferral / active EE | $4,390 | $2,574+70.6% | $3,583+22.5% | $3,192+37.6% |
| Admin fee / account holder | $1,064 | $3,516-69.7% | $4,881-78.2% | $4,297-75.2% |