Filed January 7, 2022 (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 | $75,820 | $61,125+24.0% | $94,057-19.4% | $87,485-13.3% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.3%+14.5pp | 68.9%+18.9pp |
| Annual return | 16.13% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $4,270 | $2,136+99.9% | $2,933+45.6% | $2,596+64.5% |
| Participant deferral / active EE | $8,278 | $3,260+153.9% | $4,709+75.8% | $4,274+93.7% |
| Admin fee / account holder | $13,322 | $5,629+136.7% | $7,244+83.9% | $7,775+71.3% |