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 | $152,166 | $185,312-17.9% | $161,489-5.8% | $154,746-1.7% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 18.12% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,100 | $4,769-56.0% | $4,268-50.8% | $4,379-52.1% |
| Participant deferral / active EE | $5,481 | $6,350-13.7% | $5,630-2.6% | $6,730-18.6% |
| Admin fee / account holder | $31,186 | $18,654+67.2% | $16,006+94.8% | $14,365+117.1% |