Filed July 21, 2021 (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 | $157,234 | $162,136-3.0% | $152,301+3.2% | $154,746+1.6% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 17.53% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,394 | $4,890-30.6% | $4,624-26.6% | $4,379-22.5% |
| Participant deferral / active EE | $9,349 | $8,341+12.1% | $8,004+16.8% | $6,730+38.9% |
| Admin fee / account holder | $2,116 | $15,759-86.6% | $14,398-85.3% | $14,365-85.3% |