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% | $155,567+71.6% | $145,959+82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $20,152 | $5,315+279.2% | $4,674+331.1% | $4,661+332.4% |
| Participant deferral / active EE | $12,883 | $6,464+99.3% | $5,628+128.9% | $6,689+92.6% |
| Admin fee / account holder | $40,833 | $19,318+111.4% | $15,916+156.5% | $13,398+204.8% |