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 | $91,158 | $54,763+66.5% | $90,324+0.9% | $72,976+24.9% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 18.36% | 30.63%-12.3pp | 78.15%-59.8pp | 81.02%-62.7pp |
| Employer contribution / active EE | $4,620 | $2,093+120.7% | $2,856+61.8% | $2,440+89.4% |
| Participant deferral / active EE | $6,130 | $2,887+112.3% | $3,885+57.8% | $3,608+69.9% |
| Admin fee / account holder | $15,067 | $3,973+279.2% | $5,356+181.3% | $5,124+194.0% |