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 | $109,138 | $156,970-30.5% | $121,210-10.0% | $139,487-21.8% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 11.41% | 1477.10%-1465.7pp | 987.41%-976.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $2,413 | $5,546-56.5% | $4,171-42.1% | $4,755-49.3% |
| Participant deferral / active EE | $7,675 | $4,849+58.3% | $4,084+88.0% | $6,713+14.3% |
| Admin fee / account holder | $738 | $6,947-89.4% | $5,647-86.9% | $11,407-93.5% |