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 | $66,527 | $65,395+1.7% | $182,558-63.6% | $72,976-8.8% |
| Participation rate | 93.5% | 65.4%+28.1pp | 78.0%+15.6pp | 69.5%+24.1pp |
| Annual return | 19.06% | 27.68%-8.6pp | 148.59%-129.5pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,573 | $1,911+87.0% | $4,076-12.3% | $2,440+46.4% |
| Participant deferral / active EE | $8,741 | $3,563+145.3% | $5,526+58.2% | $3,608+142.3% |
| Admin fee / account holder | $2,597 | $4,245-38.8% | $8,594-69.8% | $5,124-49.3% |