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 | $88,710+211.0% | $81,783+237.3% | $145,959+89.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.59% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $6,516 | $3,083+111.3% | $2,913+123.7% | $4,661+39.8% |
| Participant deferral / active EE | $11,421 | $4,645+145.9% | $4,320+164.3% | $6,689+70.8% |
| Admin fee / account holder | $3,664 | $8,407-56.4% | $7,380-50.3% | $13,398-72.7% |