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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,287 | $168,635+6.3% | $147,617+21.5% | $125,389+43.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.85% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.1pp |
| Employer contribution / active EE | $14,798 | $6,252+136.7% | $5,564+165.9% | $4,866+204.1% |
| Participant deferral / active EE | $12,504 | $5,507+127.1% | $4,895+155.4% | $5,352+133.6% |
| Admin fee / account holder | $21,043 | $13,580+54.9% | $11,612+81.2% | $9,541+120.6% |