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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $253,504 | $138,075+83.6% | $123,552+105.2% | $135,379+87.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.20% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $10,579 | $5,152+105.3% | $4,628+128.6% | $4,779+121.4% |
| Participant deferral / active EE | $5,868 | $6,800-13.7% | $6,426-8.7% | $5,609+4.6% |
| Admin fee / account holder | $17,514 | $10,917+60.4% | $9,285+88.6% | $10,828+61.7% |