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 | $88,778+210.7% | $81,844+237.1% | $145,884+89.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.59% | 1033.03%-1021.4pp | 778.87%-767.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $6,516 | $3,087+111.1% | $2,916+123.4% | $4,662+39.8% |
| Participant deferral / active EE | $11,421 | $4,648+145.7% | $4,323+164.2% | $6,690+70.7% |
| Admin fee / account holder | $3,664 | $8,430-56.5% | $7,355-50.2% | $13,392-72.6% |