Filed October 22, 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 | $63,859 | $52,519+21.6% | $155,789-59.0% | $59,633+7.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.86% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,924 | $1,589+21.1% | $3,839-49.9% | $2,203-12.6% |
| Participant deferral / active EE | $3,392 | $3,084+10.0% | $4,798-29.3% | $3,192+6.3% |
| Admin fee / account holder | $3,050 | $3,540-13.8% | $7,477-59.2% | $4,297-29.0% |