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 | $325,300 | $157,296+106.8% | $141,191+130.4% | $152,897+112.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.68% | 64.34%-47.7pp | 71.41%-54.7pp | 345.43%-328.8pp |
| Employer contribution / active EE | $13,380 | $5,262+154.3% | $4,736+182.5% | $4,764+180.9% |
| Participant deferral / active EE | $7,058 | $7,111-0.7% | $6,710+5.2% | $5,851+20.6% |
| Admin fee / account holder | $15,940 | $12,125+31.5% | $10,264+55.3% | $11,599+37.4% |