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 | $277,103 | $167,353+65.6% | $143,797+92.7% | $134,545+106.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.48%-15.5pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $17,957 | $5,620+219.5% | $4,952+262.6% | $4,742+278.7% |
| Participant deferral / active EE | $14,004 | $6,447+117.2% | $5,638+148.4% | $6,401+118.8% |
| Admin fee / account holder | $57,919 | $18,096+220.1% | $14,679+294.6% | $11,431+406.7% |