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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,029 | $100,938+125.9% | $90,461+152.1% | $158,982+43.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 16.38% | 1727.20%-1710.8pp | 1294.76%-1278.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $4,927 | $3,691+33.5% | $3,264+51.0% | $4,763+3.4% |
| Participant deferral / active EE | $8,303 | $4,350+90.9% | $3,964+109.4% | $5,983+38.8% |
| Admin fee / account holder | $1,594 | $6,510-75.5% | $5,617-71.6% | $11,252-85.8% |