Filed May 2, 2024 (most recent of 6 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 | $76,744 | $63,346+21.2% | $92,240-16.8% | $70,126+9.4% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | 18.12% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,419 | $2,471-2.1% | $3,680-34.3% | $2,343+3.3% |
| Participant deferral / active EE | $4,724 | $2,854+65.6% | $3,897+21.2% | $3,332+41.8% |
| Admin fee / account holder | $840 | $3,841-78.1% | $5,194-83.8% | $4,645-81.9% |