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 | $88,815+210.6% | $81,882+236.9% | $145,897+89.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.59% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $6,516 | $3,086+111.1% | $2,916+123.5% | $4,663+39.7% |
| Participant deferral / active EE | $11,421 | $4,647+145.8% | $4,323+164.2% | $6,689+70.7% |
| Admin fee / account holder | $3,664 | $8,434-56.6% | $7,360-50.2% | $13,390-72.6% |