Filed November 19, 2020 (most recent of 2 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 | $168,138 | $209,874-19.9% | $189,537-11.3% | $167,536+0.4% |
| Participation rate | 91.3% | 88.7%+2.6pp | 87.8%+3.5pp | 82.1%+9.2pp |
| Annual return | 29.92% | 748.61%-718.7pp | 555.34%-525.4pp | 478.82%-448.9pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,869 | $8,934-0.7% | $8,220+7.9% | $6,342+39.8% |
| Admin fee / account holder | $1,929 | $14,299-86.5% | $12,048-84.0% | $12,315-84.3% |