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 | $60,864 | $57,305+6.2% | $86,640-29.8% | $75,173-19.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.02% | 2674.24%-2660.2pp | 592.52%-578.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $4,127 | $2,316+78.2% | $3,024+36.5% | $2,671+54.5% |
| Participant deferral / active EE | $3,554 | $3,320+7.1% | $4,438-19.9% | $4,126-13.9% |
| Admin fee / account holder | $3,553 | $4,116-13.7% | $5,616-36.7% | $5,651-37.1% |