Filed October 12, 2021 (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 | $16,504 | $91,167-81.9% | $178,498-90.8% | $79,858-79.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 21.42% | 24.19%-2.8pp | 151.09%-129.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,608 | $3,255-50.6% | $5,011-67.9% | $2,471-34.9% |
| Participant deferral / active EE | $3,491 | $3,236+7.9% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $2,354 | $6,747-65.1% | $13,985-83.2% | $5,306-55.6% |