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 | $64,920+219.2% | $103,693+99.8% | $86,983+138.2% |
| Participation rate | 88.2% | 63.6%+24.6pp | 72.6%+15.6pp | 69.5%+18.7pp |
| Annual return | 15.14% | 30.29%-15.1pp | 47.61%-32.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $14,456 | $2,141+575.2% | $2,920+395.0% | $2,584+459.3% |
| Participant deferral / active EE | $10,410 | $3,241+221.2% | $4,579+127.3% | $4,194+148.2% |
| Admin fee / account holder | $35,823 | $6,191+478.6% | $7,858+355.9% | $7,856+356.0% |