Filed June 7, 2021 (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 | $69,510 | $160,070-56.6% | $147,117-52.8% | $145,897-52.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 11.87% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,445 | $5,285-34.8% | $4,932-30.2% | $4,663-26.1% |
| Participant deferral / active EE | $8,049 | $8,419-4.4% | $8,065-0.2% | $6,689+20.3% |
| Admin fee / account holder | $4,788 | $15,035-68.2% | $12,993-63.2% | $13,390-64.2% |