Filed March 9, 2022 (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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,151 | $88,778+322.6% | $81,844+358.4% | $145,884+157.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.05% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $17,056 | $3,087+452.5% | $2,916+484.8% | $4,662+265.8% |
| Participant deferral / active EE | $14,525 | $4,648+212.5% | $4,323+236.0% | $6,690+117.1% |
| Admin fee / account holder | $1,136 | $8,430-86.5% | $7,355-84.6% | $13,392-91.5% |