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 | $51,638+130.7% | $68,368+74.3% | $82,448+44.5% |
| Participation rate | 78.8% | 63.6%+15.2pp | 73.8%+5.0pp | 68.1%+10.7pp |
| Annual return | 14.46% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,039 | $2,047-0.4% | $2,649-23.0% | $2,551-20.1% |
| Participant deferral / active EE | $5,125 | $2,914+75.9% | $4,123+24.3% | $4,139+23.8% |
| Admin fee / account holder | $9,502 | $4,643+104.6% | $5,150+84.5% | $7,234+31.3% |