Filed April 6, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,192 | $59,006-64.1% | $97,197-78.2% | $74,429-71.5% |
| Participation rate | 14.5% | 63.7%-49.2pp | 72.7%-58.2pp | 67.2%-52.7pp |
| Annual return | 10.99% | 16.04%-5.1pp | 75.47%-64.5pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $897 | $1,894-52.6% | $2,723-67.0% | $2,625-65.8% |
| Participant deferral / active EE | $487 | $3,671-86.7% | $4,263-88.6% | $4,348-88.8% |
| Admin fee / account holder | $2,423 | $1,974+22.7% | $5,637-57.0% | $1,944+24.6% |