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 | $21,412 | $82,674-74.1% | $125,363-82.9% | $68,495-68.7% |
| Participation rate | 24.0% | 75.0%-51.0pp | 82.4%-58.4pp | 67.9%-43.9pp |
| Annual return | 34.73% | -5.97%+40.7pp | 572.15%-537.4pp | -7.84%+42.6pp |
| Employer contribution / active EE | $906 | $3,382-73.2% | $4,815-81.2% | $2,596-65.1% |
| Participant deferral / active EE | $2,296 | $6,111-62.4% | $7,447-69.2% | $4,028-43.0% |
| Admin fee / account holder | $4,948 | $6,276-21.2% | $10,005-50.6% | $5,403-8.4% |