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 | $245,744 | $198,457+23.8% | $170,435+44.2% | $147,586+66.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.40% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $17,303 | $6,183+179.8% | $5,432+218.5% | $4,876+254.8% |
| Participant deferral / active EE | $12,667 | $5,629+125.0% | $4,939+156.4% | $5,439+132.9% |
| Admin fee / account holder | $4,126 | $16,852-75.5% | $13,881-70.3% | $10,886-62.1% |