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 | $93,092 | $53,128+75.2% | $86,582+7.5% | $70,126+32.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.64% | 27.66%-12.0pp | 965.08%-949.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,593 | $2,068+73.8% | $2,839+26.5% | $2,343+53.4% |
| Participant deferral / active EE | $4,242 | $2,695+57.4% | $3,609+17.6% | $3,332+27.3% |
| Admin fee / account holder | $3,357 | $3,584-6.3% | $4,904-31.6% | $4,645-27.7% |