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 | $76,426 | $72,027+6.1% | $185,861-58.9% | $79,856-4.3% |
| Participation rate | 87.5% | 65.8%+21.7pp | 78.0%+9.5pp | 69.6%+17.9pp |
| Annual return | 14.74% | 23.13%-8.4pp | 35.96%-21.2pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,472 | $3,780+230.0% | $5,634+121.4% | $3,741+233.4% |
| Admin fee / account holder | $5,458 | $4,513+20.9% | $9,503-42.6% | $5,306+2.9% |