Filed March 31, 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 | $89,928 | $61,660+45.8% | $80,022+12.4% | $64,173+40.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.68% | -0.33%+8.0pp | 11.22%-3.5pp | 7.63%0pp |
| Employer contribution / active EE | $3,734 | $1,810+106.2% | $2,468+51.3% | $2,381+56.8% |
| Participant deferral / active EE | $7,680 | $2,968+158.8% | $3,686+108.4% | $3,470+121.4% |
| Admin fee / account holder | $697 | $5,417-87.1% | $6,521-89.3% | $4,887-85.7% |