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 | $75,820 | $49,976+51.7% | $66,674+13.7% | $82,637-8.2% |
| Participation rate | 87.9% | 63.1%+24.8pp | 73.7%+14.2pp | 68.1%+19.8pp |
| Annual return | 16.13% | 39.09%-23.0pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $4,270 | $1,988+114.8% | $2,620+63.0% | $2,552+67.3% |
| Participant deferral / active EE | $8,278 | $2,847+190.8% | $4,084+102.7% | $4,126+100.6% |
| Admin fee / account holder | $13,322 | $4,594+190.0% | $5,098+161.3% | $7,339+81.5% |