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 | $348,591 | $217,432+60.3% | $185,849+87.6% | $167,536+108.1% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 12.77% | 148.42%-135.6pp | 122.10%-109.3pp | 478.82%-466.0pp |
| Employer contribution / active EE | $17,695 | $5,875+201.2% | $5,169+242.4% | $4,839+265.7% |
| Participant deferral / active EE | $13,750 | $6,357+116.3% | $5,569+146.9% | $6,342+116.8% |
| Admin fee / account holder | $13,882 | $19,818-30.0% | $16,244-14.5% | $12,315+12.7% |