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 | $57,312+47.1% | $86,617-2.7% | $75,181+12.1% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 21.74% | 2672.78%-2651.0pp | 591.91%-570.2pp | 160.69%-138.9pp |
| Employer contribution / active EE | $4,425 | $2,315+91.1% | $3,023+46.4% | $2,671+65.7% |
| Participant deferral / active EE | $9,339 | $3,319+181.4% | $4,437+110.5% | $4,126+126.3% |
| Admin fee / account holder | $8,030 | $4,114+95.2% | $5,613+43.1% | $5,650+42.1% |