Filed January 4, 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 | $133,632 | $153,311-12.8% | $109,313+22.2% | $273,972-51.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.46% | 29.86%-22.4pp | 22.07%-14.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,655 | $5,619-52.8% | $3,892-31.8% | $4,869-45.5% |
| Participant deferral / active EE | $8,082 | $3,932+105.5% | $3,166+155.2% | $5,287+52.9% |
| Admin fee / account holder | $12,439 | $8,076+54.0% | $5,666+119.5% | $10,133+22.8% |