Filed December 17, 2021 (most recent of 2 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 | $47,083 | $94,529-50.2% | $140,019-66.4% | $64,181-26.6% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -4.78% | 7.77%-12.5pp | 651.15%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,613 | $3,812-31.4% | $5,605-53.4% | $2,381+9.8% |
| Participant deferral / active EE | $3,156 | $5,250-39.9% | $6,927-54.4% | $3,470-9.0% |
| Admin fee / account holder | $4,949 | $6,741-26.6% | $10,705-53.8% | $4,887+1.3% |