Filed March 3, 2022 (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 | $82,739 | $171,867-51.9% | $149,721-44.7% | $147,586-43.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.57% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,170 | $6,275-65.4% | $5,444-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $8,360 | $7,270+15.0% | $6,568+27.3% | $5,439+53.7% |
| Admin fee / account holder | $1,889 | $13,799-86.3% | $11,282-83.3% | $10,886-82.7% |