Filed September 10, 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 | $81,664 | $107,733-24.2% | $92,985-12.2% | $154,746-47.2% |
| Participation rate | 85.7% | 74.6%+11.2pp | 69.5%+16.2pp | 80.7%+5.0pp |
| Annual return | 13.72% | 30.39%-16.7pp | 27.99%-14.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $723 | $3,126-76.9% | $2,662-72.8% | $4,379-83.5% |
| Participant deferral / active EE | $1,921 | $5,053-62.0% | $4,377-56.1% | $6,730-71.5% |
| Admin fee / account holder | $777 | $11,369-93.2% | $9,463-91.8% | $14,365-94.6% |