Filed September 2, 2021 (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 | $123,439 | $150,435-17.9% | $120,580+2.4% | $145,897-15.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 13.38% | 154.60%-141.2pp | 107.48%-94.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,984 | $4,352-54.4% | $3,469-42.8% | $4,663-57.4% |
| Participant deferral / active EE | $4,926 | $6,174-20.2% | $4,995-1.4% | $6,689-26.4% |
| Admin fee / account holder | $1,633 | $12,182-86.6% | $9,418-82.7% | $13,390-87.8% |