Filed April 5, 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 | $275,877 | $88,754+210.8% | $81,820+237.2% | $145,877+89.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.59% | 1031.77%-1020.2pp | 777.93%-766.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,516 | $3,085+111.2% | $2,915+123.5% | $4,663+39.7% |
| Participant deferral / active EE | $11,421 | $4,648+145.7% | $4,323+164.2% | $6,691+70.7% |
| Admin fee / account holder | $3,664 | $8,424-56.5% | $7,391-50.4% | $13,402-72.7% |