Filed March 18, 2024 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,327 | $102,393-64.5% | $147,041-75.3% | $80,911-55.1% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.1pp | 67.6%-36.5pp |
| Annual return | 12.51% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,075 | $3,715-71.1% | $4,935-78.2% | $2,756-61.0% |
| Participant deferral / active EE | $2,487 | $6,647-62.6% | $8,071-69.2% | $4,297-42.1% |
| Admin fee / account holder | $4,665 | $7,943-41.3% | $13,006-64.1% | $6,935-32.7% |