Filed December 22, 2020 (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 | $96,633 | $83,337+16.0% | $67,834+42.5% | $273,972-64.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.15% | 259.45%-252.3pp | 138.47%-131.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $10,299 | $3,287+213.3% | $2,403+328.5% | $4,869+111.5% |
| Participant deferral / active EE | $13,079 | $4,088+219.9% | $3,160+313.9% | $5,287+147.4% |
| Admin fee / account holder | $1,205 | $6,752-82.2% | $4,622-73.9% | $10,133-88.1% |