Filed June 29, 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 | $62,334 | $79,557-21.6% | $118,746-47.5% | $70,124-11.1% |
| Participation rate | 91.9% | 71.4%+20.6pp | 78.3%+13.7pp | 69.5%+22.4pp |
| Annual return | 14.19% | 25.64%-11.5pp | 24.54%-10.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,801 | $2,861-37.1% | $4,193-57.1% | $2,342-23.1% |
| Participant deferral / active EE | $2,552 | $4,089-37.6% | $5,332-52.1% | $3,332-23.4% |
| Admin fee / account holder | $7,376 | $5,374+37.2% | $10,720-31.2% | $4,645+58.8% |