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 | $58,234+43.4% | $81,783+2.1% | $80,874+3.2% |
| Participation rate | 70.4% | 63.4%+6.9pp | 72.4%-2.0pp | 67.6%+2.7pp |
| Annual return | 10.93% | 41.70%-30.8pp | 775.05%-764.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,144 | $2,341+34.3% | $2,913+7.9% | $2,756+14.1% |
| Participant deferral / active EE | $7,915 | $3,283+141.1% | $4,320+83.2% | $4,297+84.2% |
| Admin fee / account holder | $4,842 | $4,982-2.8% | $7,380-34.4% | $6,935-30.2% |