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.)
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 | $622,750 | $134,001+364.7% | $112,258+454.7% | $134,509+363.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.34% | 47.15%-60.5pp | 27.47%-40.8pp | 418.13%-431.5pp |
| Employer contribution / active EE | $40,259 | $4,039+896.7% | $3,636+1007.4% | $4,741+749.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32,694 | $7,491+336.5% | $6,411+409.9% | $11,427+186.1% |