Filed December 29, 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 | $83,484 | $58,311+43.2% | $81,882+2.0% | $80,959+3.1% |
| Participation rate | 70.4% | 63.5%+6.9pp | 72.4%-2.0pp | 67.7%+2.7pp |
| Annual return | 10.93% | 41.85%-30.9pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $3,144 | $2,347+34.0% | $2,916+7.8% | $2,757+14.0% |
| Participant deferral / active EE | $7,915 | $3,287+140.8% | $4,323+83.1% | $4,300+84.0% |
| Admin fee / account holder | $4,842 | $4,752+1.9% | $7,360-34.2% | $6,925-30.1% |