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 | $30,855 | $93,589-67.0% | $135,942-77.3% | $75,181-59.0% |
| Participation rate | 28.3% | 75.2%-46.9pp | 81.9%-53.7pp | 67.2%-38.9pp |
| Annual return | 20.71% | 30.90%-10.2pp | 68.28%-47.6pp | 160.69%-140.0pp |
| Employer contribution / active EE | $1,099 | $3,537-68.9% | $4,858-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $2,233 | $6,405-65.1% | $7,759-71.2% | $4,126-45.9% |
| Admin fee / account holder | $1,696 | $6,977-75.7% | $10,764-84.2% | $5,650-70.0% |