Filed October 8, 2021 (most recent of 3 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 | $59,038 | $62,672-5.8% | $185,117-68.1% | $70,126-15.8% |
| Participation rate | 80.0% | 63.8%+16.2pp | 77.3%+2.7pp | 69.5%+10.5pp |
| Annual return | 13.66% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,948 | $1,753+11.1% | $4,182-53.4% | $2,343-16.9% |
| Participant deferral / active EE | $5,241 | $3,272+60.2% | $5,045+3.9% | $3,332+57.3% |
| Admin fee / account holder | $5,074 | $3,932+29.0% | $8,159-37.8% | $4,645+9.2% |