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 | $60,990 | $100,041-39.0% | $149,718-59.3% | $70,131-13.0% |
| Participation rate | 87.0% | 83.6%+3.4pp | 87.1%-0.1pp | 69.5%+17.5pp |
| Annual return | 18.38% | 27.43%-9.0pp | 1501.70%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,854 | $3,662+5.2% | $5,444-29.2% | $2,342+64.5% |
| Participant deferral / active EE | $6,825 | $4,983+37.0% | $6,568+3.9% | $3,332+104.9% |
| Admin fee / account holder | $4,432 | $8,286-46.5% | $11,283-60.7% | $4,645-4.6% |