Filed August 15, 2022 (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 | $21,695 | $99,011-78.1% | $86,582-74.9% | $147,586-85.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.37% | 1312.75%-1302.4pp | 965.08%-954.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,595 | $3,132-49.1% | $2,839-43.8% | $4,876-67.3% |
| Participant deferral / active EE | $3,898 | $3,972-1.9% | $3,609+8.0% | $5,439-28.3% |
| Admin fee / account holder | $1,130 | $5,709-80.2% | $4,904-77.0% | $10,886-89.6% |