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 | $84,311 | $57,330+47.1% | $86,656-2.7% | $75,177+12.1% |
| Participation rate | 94.4% | 63.2%+31.3pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 21.74% | 2675.40%-2653.7pp | 593.09%-571.3pp | 160.75%-139.0pp |
| Employer contribution / active EE | $4,425 | $2,316+91.0% | $3,025+46.3% | $2,671+65.7% |
| Participant deferral / active EE | $9,339 | $3,320+181.3% | $4,439+110.4% | $4,126+126.3% |
| Admin fee / account holder | $8,030 | $4,115+95.2% | $5,619+42.9% | $5,651+42.1% |