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 | $430,368 | $115,810+271.6% | $101,271+325.0% | $158,966+170.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.74% | 56.15%-49.4pp | 46.48%-39.7pp | 302.95%-296.2pp |
| Employer contribution / active EE | $25,240 | $4,175+504.5% | $3,660+589.6% | $4,762+430.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $775 | $7,248-89.3% | $5,948-87.0% | $11,250-93.1% |