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 | $156,398+0.5% | $147,318+6.7% | $138,895+13.2% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 17.53% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,394 | $4,853-30.1% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $9,349 | $8,237+13.5% | $7,906+18.2% | $6,396+46.2% |
| Admin fee / account holder | $2,116 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |