Filed January 3, 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 | $119,143 | $49,976+138.4% | $66,674+78.7% | $82,637+44.2% |
| Participation rate | 78.8% | 63.1%+15.7pp | 73.7%+5.1pp | 68.1%+10.7pp |
| Annual return | 14.46% | 39.09%-24.6pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,039 | $1,988+2.5% | $2,620-22.2% | $2,552-20.1% |
| Participant deferral / active EE | $5,125 | $2,847+80.0% | $4,084+25.5% | $4,126+24.2% |
| Admin fee / account holder | $9,502 | $4,594+106.8% | $5,098+86.4% | $7,339+29.5% |