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 | $104,836 | $73,009+43.6% | $90,756+15.5% | $68,495+53.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.73% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,379 | $2,193+99.7% | $2,922+49.9% | $2,596+68.7% |
| Participant deferral / active EE | $9,971 | $3,626+175.0% | $4,565+118.4% | $4,028+147.6% |
| Admin fee / account holder | $1,741 | $5,896-70.5% | $8,445-79.4% | $5,403-67.8% |