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 | $95,249 | $175,257-45.7% | $149,717-36.4% | $139,456-31.7% |
| Participation rate | 52.6% | 83.4%-30.8pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 20.07% | 166.70%-146.6pp | 134.41%-114.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,606 | $5,477-70.7% | $4,820-66.7% | $4,753-66.2% |
| Participant deferral / active EE | $3,197 | $6,521-51.0% | $5,682-43.7% | $6,711-52.4% |
| Admin fee / account holder | $1,742 | $16,156-89.2% | $13,213-86.8% | $11,407-84.7% |