Filed September 2, 2022 (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 | $156,073 | $107,363+45.4% | $92,909+68.0% | $152,897+2.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.62% | 145.63%-129.0pp | 109.44%-92.8pp | 345.43%-328.8pp |
| Employer contribution / active EE | $8,979 | $4,222+112.7% | $3,653+145.8% | $4,764+88.5% |
| Participant deferral / active EE | $6,604 | $4,848+36.2% | $4,238+55.8% | $5,851+12.9% |
| Admin fee / account holder | $1,636 | $7,082-76.9% | $5,795-71.8% | $11,599-85.9% |