Filed August 18, 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 | $54,435 | $54,370+0.1% | $82,763-34.2% | $68,490-20.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.37% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,049 | $2,219+127.5% | $3,008+67.8% | $2,597+94.5% |
| Participant deferral / active EE | $3,478 | $3,247+7.1% | $4,395-20.9% | $4,028-13.6% |
| Admin fee / account holder | $1,004 | $4,398-77.2% | $5,325-81.1% | $5,403-81.4% |