Filed April 4, 2022 (most recent of 2 filings on file)
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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 | $56,142 | $89,367-37.2% | $141,191-60.2% | $72,975-23.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.05% | 111.87%-83.8pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,736 | $3,115-44.3% | $4,736-63.3% | $2,440-28.9% |
| Participant deferral / active EE | $4,226 | $5,419-22.0% | $6,710-37.0% | $3,608+17.1% |
| Admin fee / account holder | $330 | $5,957-94.5% | $10,264-96.8% | $5,124-93.6% |