Filed December 4, 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 | $207,199 | $69,590+197.7% | $136,867+51.4% | $94,015+120.4% |
| Participation rate | 88.2% | 66.3%+21.9pp | 74.5%+13.7pp | 70.8%+17.4pp |
| Annual return | 15.14% | 19.62%-4.5pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $14,456 | $2,396+503.2% | $3,547+307.6% | $2,790+418.1% |
| Participant deferral / active EE | $10,410 | $3,437+202.9% | $4,924+111.4% | $4,249+145.0% |
| Admin fee / account holder | $35,823 | $8,912+302.0% | $10,340+246.4% | $8,951+300.2% |