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 | $27,177 | $157,296-82.7% | $141,191-80.8% | $152,897-82.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.92% | 64.34%-37.4pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,416 | $5,262-73.1% | $4,736-70.1% | $4,764-70.3% |
| Participant deferral / active EE | $4,724 | $7,111-33.6% | $6,710-29.6% | $5,851-19.3% |
| Admin fee / account holder | $877 | $12,125-92.8% | $10,264-91.5% | $11,599-92.4% |