Filed February 8, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,399 | $150,447+106.3% | $136,298+127.7% | $147,586+110.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.71% | 1049.15%-1032.4pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $13,618 | $5,256+159.1% | $4,696+190.0% | $4,876+179.3% |
| Participant deferral / active EE | $5,648 | $6,631-14.8% | $6,247-9.6% | $5,439+3.8% |
| Admin fee / account holder | $1,754 | $10,906-83.9% | $9,244-81.0% | $10,886-83.9% |