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 | $90,160 | $60,139+49.9% | $90,461-0.3% | $79,856+12.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.31% | 71.96%-57.7pp | 1294.76%-1280.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,580 | $2,069+73.1% | $3,264+9.7% | $2,471+44.9% |
| Participant deferral / active EE | $5,246 | $2,939+78.5% | $3,964+32.3% | $3,741+40.2% |
| Admin fee / account holder | $7,910 | $3,978+98.8% | $5,617+40.8% | $5,306+49.1% |