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 | $126,720 | $81,208+56.0% | $98,920+28.1% | $79,852+58.7% |
| Participation rate | 94.7% | 72.5%+22.2pp | 76.0%+18.7pp | 69.6%+25.1pp |
| Annual return | 16.59% | 60.99%-44.4pp | 196.47%-179.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $3,731 | $1,960+90.4% | $2,689+38.7% | $2,471+51.0% |
| Participant deferral / active EE | $7,886 | $3,265+141.5% | $4,245+85.8% | $3,740+110.8% |
| Admin fee / account holder | $2,754 | $6,013-54.2% | $6,643-58.5% | $5,306-48.1% |