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 | $153,802 | $165,939-7.3% | $122,354+25.7% | $147,586+4.2% |
| Participation rate | 92.3% | 79.6%+12.7pp | 71.6%+20.7pp | 82.8%+9.5pp |
| Annual return | 11.14% | 34.56%-23.4pp | 30.28%-19.1pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,464 | $5,754-57.2% | $4,051-39.2% | $4,876-49.5% |
| Participant deferral / active EE | $9,651 | $4,005+141.0% | $3,287+193.6% | $5,439+77.5% |
| Admin fee / account holder | $15,113 | $7,425+103.6% | $5,479+175.8% | $10,886+38.8% |