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 | $90,936 | $106,749-14.8% | $145,433-37.5% | $82,448+10.3% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 21.48% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,927 | $3,444-15.0% | $4,554-35.7% | $2,551+14.7% |
| Participant deferral / active EE | $7,235 | $6,519+11.0% | $7,897-8.4% | $4,139+74.8% |
| Admin fee / account holder | $2,115 | $8,390-74.8% | $13,129-83.9% | $7,234-70.8% |