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 | $106,791 | $183,978-42.0% | $162,171-34.1% | $152,885-30.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 21.37% | 150.78%-129.4pp | 115.60%-94.2pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,539 | $6,370-60.1% | $5,613-54.8% | $4,763-46.7% |
| Participant deferral / active EE | $9,743 | $8,033+21.3% | $7,297+33.5% | $5,851+66.5% |
| Admin fee / account holder | $2,424 | $13,122-81.5% | $10,843-77.6% | $11,598-79.1% |