Filed December 22, 2021 (most recent of 4 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 | $103,504 | $138,393-25.2% | $184,256-43.8% | $80,959+27.8% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.7%+30.9pp |
| Annual return | 14.72% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,222 | $4,847-33.5% | $6,427-49.9% | $2,757+16.9% |
| Participant deferral / active EE | $6,330 | $7,076-10.5% | $9,133-30.7% | $4,300+47.2% |
| Admin fee / account holder | $5,261 | $10,489-49.8% | $13,899-62.1% | $6,925-24.0% |