Filed January 28, 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 | $136,132 | $209,422-35.0% | $178,503-23.7% | $158,982-14.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.66% | 188.81%-179.1pp | 151.12%-141.5pp | 302.99%-293.3pp |
| Employer contribution / active EE | $12,910 | $5,707+126.2% | $5,011+157.6% | $4,763+171.1% |
| Participant deferral / active EE | $5,686 | $5,955-4.5% | $5,202+9.3% | $5,983-5.0% |
| Admin fee / account holder | $7,760 | $17,079-54.6% | $13,987-44.5% | $11,252-31.0% |