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 | $92,249 | $65,440+41.0% | $98,506-6.4% | $85,851+7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.34% | 21.75%-9.4pp | 1494.92%-1482.6pp | 318.63%-306.3pp |
| Employer contribution / active EE | $4,031 | $2,169+85.9% | $2,961+36.1% | $2,565+57.1% |
| Participant deferral / active EE | $7,716 | $3,168+143.6% | $4,277+80.4% | $3,952+95.2% |
| Admin fee / account holder | $4,400 | $4,596-4.3% | $5,955-26.1% | $6,261-29.7% |