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 | $186,280 | $217,427-14.3% | $185,837+0.2% | $167,518+11.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.39%-131.8pp | 122.08%-105.5pp | 478.71%-462.1pp |
| Employer contribution / active EE | $13,673 | $5,874+132.8% | $5,168+164.6% | $4,838+182.6% |
| Participant deferral / active EE | $6,146 | $6,357-3.3% | $5,568+10.4% | $6,342-3.1% |
| Admin fee / account holder | $15,120 | $19,816-23.7% | $16,241-6.9% | $12,312+22.8% |