Filed October 25, 2023 (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 | $56,777 | $102,382-44.5% | $147,005-61.4% | $80,874-29.8% |
| Participation rate | 49.5% | 75.8%-26.4pp | 82.2%-32.7pp | 67.6%-18.2pp |
| Annual return | 15.29% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,662 | $3,715-55.3% | $4,934-66.3% | $2,756-39.7% |
| Participant deferral / active EE | $2,980 | $6,646-55.2% | $8,070-63.1% | $4,297-30.6% |
| Admin fee / account holder | $814 | $7,942-89.8% | $13,006-93.7% | $6,935-88.3% |