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 | $26,022 | $150,447-82.7% | $136,298-80.9% | $147,586-82.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.79% | 1049.15%-1020.4pp | 5156.27%-5127.5pp | 578.59%-549.8pp |
| Employer contribution / active EE | $2,347 | $5,256-55.3% | $4,696-50.0% | $4,876-51.9% |
| Participant deferral / active EE | $5,884 | $6,631-11.3% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $1,647 | $10,906-84.9% | $9,244-82.2% | $10,886-84.9% |