Filed March 15, 2021 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,249 | $107,353+254.2% | $92,903+309.3% | $152,885+148.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.01% | 145.62%-144.6pp | 109.43%-108.4pp | 345.39%-344.4pp |
| Employer contribution / active EE | $16,875 | $4,222+299.7% | $3,653+361.9% | $4,763+254.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,532 | $7,081-50.1% | $5,795-39.1% | $11,598-69.5% |