Filed August 31, 2021 (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 | $59,316 | $82,028-27.7% | $123,105-51.8% | $59,633-0.5% |
| Participation rate | 80.6% | 83.2%-2.6pp | 86.8%-6.1pp | 68.7%+12.0pp |
| Annual return | 1.77% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,699 | $3,297-48.5% | $5,151-67.0% | $2,203-22.9% |
| Participant deferral / active EE | $4,572 | $4,667-2.0% | $6,229-26.6% | $3,192+43.3% |
| Admin fee / account holder | $6,611 | $5,879+12.5% | $9,014-26.7% | $4,297+53.9% |