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 | $51,638+301.3% | $68,368+203.1% | $82,448+151.3% |
| Participation rate | 88.2% | 63.6%+24.6pp | 73.8%+14.5pp | 68.1%+20.2pp |
| Annual return | 15.14% | 37.53%-22.4pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $14,456 | $2,047+606.4% | $2,649+445.7% | $2,551+466.7% |
| Participant deferral / active EE | $10,410 | $2,914+257.3% | $4,123+152.5% | $4,139+151.5% |
| Admin fee / account holder | $35,823 | $4,643+671.5% | $5,150+595.6% | $7,234+395.2% |