Filed July 7, 2021 (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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,004 | $183,592+45.4% | $155,574+71.6% | $145,877+83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $20,152 | $5,317+279.0% | $4,676+331.0% | $4,663+332.2% |
| Participant deferral / active EE | $12,883 | $6,466+99.2% | $5,629+128.9% | $6,691+92.6% |
| Admin fee / account holder | $40,833 | $19,316+111.4% | $15,914+156.6% | $13,402+204.7% |