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 | $183,205 | $58,234+214.6% | $81,783+124.0% | $80,874+126.5% |
| Participation rate | 88.6% | 63.4%+25.1pp | 72.4%+16.2pp | 67.6%+20.9pp |
| Annual return | 13.13% | 41.70%-28.6pp | 775.05%-761.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $15,246 | $2,341+551.1% | $2,913+423.4% | $2,756+453.2% |
| Participant deferral / active EE | $10,261 | $3,283+212.6% | $4,320+137.5% | $4,297+138.8% |
| Admin fee / account holder | $3,113 | $4,982-37.5% | $7,380-57.8% | $6,935-55.1% |